Deleting Repeat Transactions from Fund Accounting
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antiochmbc
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- Joined: Mon Dec 04, 2017 10:39 pm
Deleting Repeat Transactions from Fund Accounting
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
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.antiochmbc wrote: ↑Sun Aug 30, 2026 10:03 pmI 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.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.