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Deleting Repeat Transactions from Fund Accounting
Posted: Sun Aug 30, 2026 10:03 pm
by antiochmbc
I have several repeating transactions that I created under Fund Accounting that I have reworded and saved as a new transaction. How do I get rid of the old ones? I've tried deleting each line and clear, that doesn't work. I've also tried just clear and it tells me I need to add the reference. When I do that, it still does not delete. Thanks in advance for your help.
Re: Deleting Repeat Transactions from Fund Accounting
Posted: Mon Aug 31, 2026 7:26 am
by NeilZ
antiochmbc wrote: ↑Sun Aug 30, 2026 10:03 pm
I have several repeating transactions that I created under Fund Accounting that I have reworded and saved as a new transaction. How do I get rid of the old ones? I've tried deleting each line and clear, that doesn't work. I've also tried just clear and it tells me I need to add the reference. When I do that, it still does not delete. Thanks in advance for your help.
Go to the menu:
Accounting -> Fund Accounting -> Setup -> Maintain Repeating Transactions Find the saved transaction you want to delete, then click the delete button at the top of the transaction window.