Delete an Account Transaction

• Using Remove & Redo option you can delete an account transaction from your bank account in Clickentry. 
• You must have the adviser or standard user role to delete an account transaction. 

Note: You can’t reverse the Remove & Redo action. If you have done this in error then you will have to enter the transaction again. 

Remove Multiple Account Transactions 

1. In the Account menu, select Bank Accounts. 

2. Go to the desired bank account.  

3. Click on the Manage Account dropdown button and select Account Transactions option under Find. 

4. Select the checkbox next to the account transaction you want to delete. 

5. Click on the Delete button at the top left. 

6. Click on the Yes button to confirm. 

Remove an Individual Account Transaction 

1. In the Account menu, select Bank Accounts. 

2. Go to the desired bank account.  

3. Click on the Manage Account dropdown button and select Account Transactions option under Find. 

4. Find and open the Account Transaction you want to delete. 

5. Click on the Options dropdown button and select the Remove & Redo option. 

6. Click Ok to confirm the deletion.  

When you remove or delete a reconciled bank statement line using Remove & Redo a reconciled account transaction then the bank reconciled statement line will return to the reconcile tab of the bank account. And you have to reconcile the bank statement line again.