How to remove an accounting category in Mews Operations

If in agreement with your finance and accounting departments, you can remove an accounting category in Mews Operations to simplify your accounting processes and maintain an organized ledger. You can perform this action whenever an existing category is no longer relevant, you have created it incorrectly, or you need to consolidate it with another for better financial reporting. This ensures that financial data remains accurate and reflects your property's current operational status. 

Note: Mews recommends considering the impact of removing an accounting category that was previously in use. For example, 

• removing could affect historical financial data and reports, leading to discrepancies if not correctly managed. 

• for properties integrated with third-party accounting or financial systems, it is important to ensure you reflect the system changes to maintain data consistency and accuracy across platforms. 

To remove an accounting category in Mews Operations,  

1. Go to the main menu > Settings > Property. 

2. Click Finance > Accounting categories. 

3. Click to select the accounting category name you wish to modify. 

4. In the upper right corner, click Delete. 

5. Click Delete. 

Mews deletes the accounting category and displays a confirmation message.