ARCHIVE - How to delete an item from a plan **Voyant Adviser, UK and Ireland**

To delete an item from a plan e.g. employment income, savings, investment, pension accounts etc, follow the instructions below:

1. Go to the relevant input screen by clicking on the menu on the left hand side of the screen. For example, to delete a client's Employment Income, you would go to the Employment screen.


2. Click on the item that you wish to delete in the Ledger on the right hand side of the screen so that it is highlighted. 


3. Click the cross to the right of the item in the Ledger. 


4. A warning message will appear.


5. Click Yes to confirm the item should be deleted. The item will be removed from the plan.