Child pages
  • Deleting a transaction

You can delete a manually-entered or imported transaction from the View and match transactions page. However, transactions that have come in as part of a bank-feed cannot be deleted.

To delete a transaction

  1. Open the cashbook for the relevant business.
  2. Go to Banking> View and match transactions.
  3. Locate the transaction you want to delete.
  4. Click on the arrow () to the right of the transaction.
  5. Open the Delete Transaction panel.

    Delete transaction greyed out?


    If the Delete Transaction panel is greyed out, then the transaction is one that has come in as part of a bank feed. Such transactions cannot be deleted.

  6. Click Delete transaction. A confirmation message appears.

  7. To confirm the deletion, click Yes, Delete transaction.