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NSC | Deleting Imported Bank Transactions

edited Jan 3, 2024 9:28PM in Accounting / ERP 1 comment

How do you know if the imported bank statement can be deleted? 

Here are the criteria that must be met:

1. The import was successful,

2. The account statement is unreconciled, and

3. The import was manual

To elaborate on the third criteria:

The bank statement should have been imported manually through Transactions > Bank > Banking Import History > Upload File. As shown on the screenshot below, there will be a delete import button that will be available.

Please note that once you delete an imported bank statement, transactions that were previously matched will be unmatched.

As for Bank Transactions that were automatically uploaded to the system through the

Micah Patricia Timbol | Basic and Advanced Accounting, OTC Guru

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