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Delete a bank statement

How to delete a bank statement in AutoEntry.

Marie-Helene Sheeran avatar
Written by Marie-Helene Sheeran
Updated this week

After you upload a bank statement, you can delete it once the file status shows Approved and the document is in the Inbox.

  1. Go to the Bank Statement Inbox.

    📌TIP: You can also access the Inbox from the Activity > Processed Items > click View beside the document.

  2. Click the statement to open the detailed view.

  3. Click the Delete button.

📎NOTE: You can't delete or cancel a document while the upload is in progress.

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