If you’ve imported a transaction in error or want to clean up old or duplicate records, you can easily delete them from your Bank Transactions Table. Use the Row Action menu to remove single or multiple transactions quickly.
Delete a Single Transaction:
Navigate to Bank Transactions
Click Transactions in the top navigation to open the Bank Transactions table.Select the Transaction
Tick the checkbox next to the transaction you want to delete.Choose Delete
Click Delete at the top of the table to remove the selected transaction.
Note: The Delete button shows a count in parentheses (e.g., Delete (1)) reflecting how many transactions are currently selected, select only the checkbox for the transaction you want to remove to avoid deleting others.
Bulk Delete Multiple Transactions:
Select Multiple Transactions
Check the boxes beside each transaction you want to delete.Delete the Selected Transactions
Click Delete to remove all selected entries at once.
Important Notes:
Deleted transactions cannot be recovered, so double-check before confirming.
If a transaction is linked to other records (e.g., journal entries or reconciliations), review the impact before deleting.