User Tools

Site Tools


bankreconciliation:utilities:massdeletetransactions

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
bankreconciliation:utilities:massdeletetransactions [2017/10/17 20:53] emorenobankreconciliation:utilities:massdeletetransactions [2020/09/17 14:38] (current) emoreno
Line 5: Line 5:
 //**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>
  
  
Line 11: Line 11:
  
 ^ 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 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| | +^Date From|Type the beginning date from which you want to delete transactions. Or, select a date from the calendar. 
-^Date To| | +^Date To| Type the ending date to which you want to delete transactions. Or, select a date from the calendar.
-^Cleared Only|  +^Cleared Only|Select to only delete cleared (reconciled) transactions during the indicated date range. 
-^Outstanding Only | | +^Outstanding Only |Selected by default. If selected, this field deletes outstanding (unreconciled/pending) transactions during the indicated date range.
-^Both| | +^Both| Select to delete both cleared (reconciled) and outstanding (unreconciled/pending) transactions during the indicated date range. 
  
-Click **Save**. +VCV Click **Execute**. The Delete Transactions - Summary Report is displayed[[general:printreport|Review the report.]]
- +
- +
-====Other functions and features:==== +
- +
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++ /*Table row with text link*/ +
  
 +VCV Click **Process** to continue the mass delete process. 
  
 +VCV Click **Cancel** to cancel the process and return to the Mass Delete Transactions page. 
  
  
bankreconciliation/utilities/massdeletetransactions.1508273585.txt.gz · Last modified: 2017/10/17 15:53 (external edit)