Delete Associated Fees on Selected Scheduled Units

This page will provide you with instructions on how to delete associated fees to selected Scheduled Units

Overview

If you added Unit Fees to your Scheduled Units and you want to delete them for some reason, you have the option in Paradigm to delete all or some of the associated fees to Scheduled Units in bulk to make your data entry more efficient. Note that deleting fees associated with Scheduled Units is only recommended if there are no related Unit Enrolments yet in the system. Contact our Support Team if you need to delete Unit Fees with Unit Enrolments involved to discuss the implications.

Workflow

1. Choose Units > Search Scheduled Units menus on the side. Enter the search criteria that will match the Scheduled Units that you want the associated fees to be deleted, e.g. selecting a Start Date and click the SEARCH SCHEDULED UNIT button to start searching.

searching for the Scheduled Unit to delete a fee

2. You can further down your results by typing a keyword in the Filter Box. Once you have the list of Scheduled Units you are targeting, check the checkbox against each Scheduled Unit that you want to include and then click the ADD SCHEDULED UNITS TO LIST button.

3. It will now create a list with the Scheduled Units selected. Navigate to Scheduled Unit Details > Bulk Edit Scheduled Fee menus on the side.

This will give you the option to finalise your list of Scheduled Units. Click the REMOVE button against each Scheduled Unit that you want to remove from the list.

4. After you have finalised your list of Scheduled Units to be included in the bulk operation to delete associated fees, go to the FEES ASSOCIATED WITH SCHEDULED UNITS section and the Unit Fee items that you want to delete. To delete all, click the checkbox header, and click the DELETE SELECTED FEES button.

The selected Unit Fees associated with the Scheduled Unit List are now deleted.