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bankreconciliation:utilities:massdeletetransactions

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bankreconciliation:utilities:massdeletetransactions [2017/10/18 14:54] emorenobankreconciliation:utilities:massdeletetransactions [2020/09/17 14:38] (current) emoreno
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 //**Bank Reconciliation > Utilities > Mass Delete Transactions**// //**Bank Reconciliation > Utilities > Mass Delete Transactions**//
  
-<WRAP round intro>This page is used to mass delete transactions.</WRAP>+<WRAP round intro>This page is used to mass delete cleared and outstanding transactions.</WRAP>
  
  
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 ^ Field                                        ^ Description    /*Table with two rows*/ ^ Field                                        ^ Description    /*Table with two rows*/
 ^Bank Account Grp|Type the bank account group code to be used. If the bank account group code is not known, click {{:images:blue_small_picklist.jpg|}}. The [[general:search_select_bank_account_group|Bank Account Grp lookup]] is displayed. This field is required. | ^Bank Account Grp|Type the bank account group code to be used. If the bank account group code is not known, click {{:images:blue_small_picklist.jpg|}}. The [[general:search_select_bank_account_group|Bank Account Grp lookup]] is displayed. This field is required. |
-^Date From|Type the beginning date from which you want to delete transactions. | +^Date From|Type the beginning date from which you want to delete transactions. Or, select a date from the calendar. | 
-^Date To| Type the ending date to which you want to delete transactions.|+^Date To| Type the ending date to which you want to delete transactions. Or, select a date from the calendar.|
 ^Cleared Only|Select to only delete cleared (reconciled) transactions during the indicated date range. | ^Cleared Only|Select to only delete cleared (reconciled) transactions during the indicated date range. |
-^Outstanding Only |Select to only delete outstanding (unreconciled) transactions during the indicated date range. | +^Outstanding Only |Selected by default. If selected, this field deletes outstanding (unreconciled/pending) transactions during the indicated date range.| 
-^Both| Select to delete both cleared (reconciled) and outstanding (unreconciled) transactions during the indicated date range. | +^Both| Select to delete both cleared (reconciled) and outstanding (unreconciled/pending) transactions during the indicated date range. | 
  
-Click **Execute**. The Delete Transactions - Summary Report is displayed. ++++Review the report. |{{page>general:printreport&inline}}+++++VCV Click **Execute**. The Delete Transactions - Summary Report is displayed. [[general:printreport|Review the report.]]
  
-Click **Process** to continue the mass delete process. +VCV Click **Process** to continue the mass delete process. 
  
-Click **Cancel** to cancel the process and return to the Mass Delete Transactions page. +VCV Click **Cancel** to cancel the process and return to the Mass Delete Transactions page. 
  
  
bankreconciliation/utilities/massdeletetransactions.1508338488.txt.gz · Last modified: 2017/10/18 09:54 (external edit)