Being able to delete a contact will depend on whether you’re integrated with an accounting software or not.
Not Integrated
You can delete your contacts manually if you don't integrate with any software and if you have the permission to access Company Contacts.
Go to Home and select the relevant company.
Go to Company Contacts.
Click the relevant Supplier/Vendor or Customer tab.
Tick the box next to the contact name, this will activate the delete and action menus.
Click Delete.
Integrated software
When you’re integrated, the contact list in AutoEntry will automatically reflect the one in your accounting software. Whenever you make updates in your accounting software, you can resync the data manually from the Data Resync button if it doesn't update automatically.
📎NOTE: The manual options to create or delete contacts aren't available when integrated.
Common issues
When you update a contact in your software, it can appear incorrectly as a duplicate in AutoEntry.
If a duplicate contact is showing in AutoEntry after a Re-Sync, you can work around it as follows:
Disconnect the integration from the Integrate page.
Once disconnected, you can delete the contact from the Company contacts in AutoEntry as above.
Reconnect from the Integrate page.
📎NOTE: If you're using the Sync App to integrate, make sure the file path is correct. When the paths don't match, the synchronisation won't work properly.
📌TIP: You can also hide a contact if you don't want to delete it.