AccountsPrep - How to Delete a Bank Statement Transaction after it has been Posted

How to delete a line after posting on AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago

Objective

This article will go through the steps required to remove a posted line from a statement batch.

Applies To

  • AccountsPrep integrated companies.

Procedure

If you need to delete a line that has already posted, please follow these steps:

  1. Navigate to Bank > Bank Statements.

  2. Click on Statement Batches.

  3. Click on the relevant batch (example highlighted below).

  4. Click the Edit button.

  5. You can then delete the transaction/line by clicking the red x.

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