Repeat Recalling Journal Transaction
Posted: Tue May 29, 2018 3:45 pm
I would like to clean up my recalling journal transaction list. How do I delete ones that are no longer current? Will it delete any posted transactions?
Assuming that you're using v11.5 or v12, from the menu bar:mmaccagnone wrote:I would like to clean up my recalling journal transaction list. How do I delete ones that are no longer current? Will it delete any posted transactions?
Accounting -> Funds Accounting -> Setup -> Maintain Repeating Transactions. Find the ones you want to delete and click the delete button. As far as posted transactions, they're posted. All you're doing is deleting a saved template, it does not affect anything already processed.