Repeating Transactions - how to delete

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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pessner
Posts: 20
Joined: Sat Oct 24, 2015 1:53 pm

Repeating Transactions - how to delete

Post by pessner »

We have several repeating transactions that are not being used and we want to get them deleted from the list.

How? Tried clearing, deleting, everything we can think of (even in the administrator login) and can't get them to go away.

Help!

Pat Essner
pessner@gmail.com

NeilZ
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Location: Dexter NM
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Re: Repeating Transactions - how to delete

Post by NeilZ »

pessner wrote:We have several repeating transactions that are not being used and we want to get them deleted from the list.

How? Tried clearing, deleting, everything we can think of (even in the administrator login) and can't get them to go away.

Help!

Pat Essner
pessner@gmail.com
I'm going to assume you're using V11.x, and these are Funds Accounting transactions ??

1. First off, do a reindex of the databases. ALL the databases.
2. Under Accounting -> Fund Accounting -> Setup - Maintain Repeating Transactions, all you should have to do is locate the transaction you want to delete using the Locate button, click on it to display it in the Maintain Repeating Transactions window, then click the delete button.
3. Click the next or previous button, then try to come back to it. It should be gone.

If you're talking about Accounts Payable then Accounting -> Accounts Payable -> Repeating Items -> Maintain Repeating Items and basically follow the same actions as above.
Neil Zampella

Using PC+ since 1999.

pessner
Posts: 20
Joined: Sat Oct 24, 2015 1:53 pm

Re: Repeating Transactions - how to delete

Post by pessner »

thank you! It helped so much - you redirecting me to "Maintaining Repeating Transactions". I remembered seeing it when you directed me to it.

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