Deleting a transaction

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Changing a transaction Deleting a transaction

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Transactions > Changing or deleting a transaction > Deleting a transaction

Deleting a transaction

When you delete a transaction, it is permanently removed from your records. Note the following when deleting a transaction:

Sales and purchases

You can only delete a sale or purchase that does not have a payment applied to it. If you have recorded a payment for a sale or purchase, you must first delete the payment and then delete the transaction. Any discounts that have been given must also be deleted before the transaction can be deleted.

If you applied a supplier debit towards a purchase, you must delete the debit before you can delete the purchase. A credit note applied to a sale must also be deleted before the sale can be deleted.

Group receipts in the undeposited fund transactions account

If you want to delete an individual receipt that was recorded as part of a bank deposit of receipts grouped in the undeposited funds account, you must first delete the bank deposit. When you delete a bank deposit, all the cash receipts included in the bank deposit are returned to the Prepare Bank Deposit window. You can then delete the required receipt from this window.

Reconciled transactions

If you delete a reconciled transaction, your bank reconciliation will be out of balance. Reconciled transactions should be reversed—see ‘Reversing a transaction’ below.

Insufficient on-hand stock

You cannot delete a purchase if it will result in a negative on-hand stock count.

To delete a transaction

■	Changing a transaction

■	Reversing a transaction

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