Removing accounts

Each Equitrac account has a unique identifier in the database. While you can remove and delete an account and add a new account with the same name, the transactions for the deleted account are not associated with the new account. The audit trail for any account ends the moment you delete it. The accounts database retains all transaction records, however, so that you can continue creating usage reports. Deleting an account means that while printing transaction history remains on file, the accounts appear as deleted in printing usage reports.

If you want to disable an account temporarily, but do not want to delete it permanently, you can lock the account so the system cannot charge print jobs to it.

If you delete a department, the system bills all users actively assigned to that department as individuals. Similarly, if you delete a billing code account, the system bills all users assigned that code as if they have no billing code selected.