Deleting a Meeting on DreamSave

Deleting an Ongoing Meeting

This guide provides DreamSave users, specifically bookkeepers, with a step-by-step process to delete a meeting. This feature is particularly useful if a meeting is started accidentally or contains several incorrect entries.
Please be aware that you can only delete a meeting in DreamSave if it has not yet been closed.
Before opting to delete a meeting, remember that any information entered can be changed as long as the meeting has not been closed. This flexibility allows for corrections without needing to delete the entire meeting.
  1. Navigate to the meeting screen, and ensure the meeting is still open and not ended.
  2. Open the meeting.
  3. On the upper right-hand corner of this screen, you will find the 'Delete' option. Tap on it.
  4. Upon clicking 'Delete', a confirmation window titled "Delete this Meeting?" will appear.
  5. Read the information carefully to understand the consequences of this action. If you wish to proceed, click 'Delete'.

 


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