This article describes how to delete a single transaction from the transaction screen.
To delete a transaction from the transaction screen
Open the transaction record. (Transactions are located under the Accounting menu; for example, Accounting > Accounts Receivable > Charges, or Accounting > Accounts Receivable > Receipts.)
Click the Edit icon (the pencil). If the transaction can be deleted, a Delete button appears.
Note: These screenshots are regarding Charges, but the process is the same for all transactions using this function.
Click the Delete button. A warning message appears.
Enter a reason for deleting the transaction and click OK.
When You Can Delete a Transaction
If you can delete a transaction, the Delete button appears after you click the Edit icon. The following conditions apply:
Charge: You can delete a charge before it has been paid. In order to delete a paid charge, you need to delete any receipts associated with it first.
Receipt: You can delete a receipt (a payment from a tenant) before it has been deposited. In order to delete a deposited receipt, you need to delete the deposit first.
Deposit: You can delete a deposit before it has been reconciled. (Note: You cannot delete an online payment, e.g. a credit card payment.)
Payable: You can delete a payable before it has been paid. In order to delete a paid payable, you need to delete any associated payments first. (Note: You cannot delete a Bill Pay payable.)
Payment: You can delete a payment (a check) before it has been reconciled.
Journal: You can delete a journal before it has been reconciled.
Transactions that Can't be Deleted
You can't delete online payments or Bill Pay payments. Also, if a receipt has been deposited, you must delete the deposit before you delete the receipt.
Deleted Transactions Report
To view when a transaction was deleted and who deleted it, go to Reporting > Admin > Deleted Items.