This article describes how to delete multiple transactions at once.
To delete multiple transactions
Go to Admin > Toolbox and select Delete Transactions.
Note: These screenshots are regarding Charges, but the process is the same for all transactions using this function.
Select a Transaction Type.
Complete the other fields on the screen to filter transactions. In the example shown above, we entered a Property and a Date Range. (We need to delete the monthly rent charges and repost them.)
Click Find. Breeze displays matching transactions in the lower half of the screen.
Select the transactions you want to delete and click Delete. A warning message appears.
Enter a reason and click OK. Breeze deletes the transaction.
When You Can Delete a Transaction
The following conditions apply:
Charge: You can delete a charge before it has been paid.
Receipt: You can delete a receipt (a payment from a tenant) before it has been deposited.
Deposit: You can delete a deposit before it has been reconciled.
Payable: You can delete a payable before it has been paid.
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.
Deleting Reconciled Transactions
If a payment, deposit, or journal has been reconciled, it cannot be deleted. If you need to delete it, you must un-reconcile it first. Go to Accounting > Banking > Checkbook Maintenance. Filter for the transaction and uncheck the Rec? box.