Delete a bank statement
You can delete bank statements. This may be necessary, for instance, if you have imported a bank statement twice.
If you want to use this action, you must first authorise it. You configure this using action authorisation.
You can only delete bank statements that have the Loaded, Blocked or Processed status.
If you want to delete a bank statement that has the Current status, first delete any processed entries for this bank statement and set the status to Processed using the Set status to 'processed' action.
Note:
If you delete the bank statement you have (partially) processed, this does not delete the processed entries. The processed entry should be deleted separately in the bank journal.
To delete a bank statement:
- Go to: Financial / Enter / Bank statement.
- Select the bank statement that you want to delete.
- Click on: Delete.