Delete payments / receipts from the system

If a payment or receipt has been recorded incorrectly, or by mistake, or if you want to remove it from the system for any other reason, it is possible to delete transactions by following the steps below:

1. From the main menu, select Reports > Bank.
2. Depending on the type of transaction, select the relevant report. For example:
• To remove a tenant payment receipt, select the Tenant Transactions report.
• To remove a rental credit for a tenant, select the Rental Credits report.
3. Choose the date range during which the transaction will have been recorded (the effective date).
4. The report will list all relevant transactions during this period. Any transactions which may be deleted (have not been reconciled yet) will have a checkbox which may be selected.
5. Provide a reason for the deletion, for traceability. The deletion will also be tracked against the current user.
6. Click Submit to delete the transactions from the system.

It is not possible to delete transactions which have already been reconciled.

Certain other functions, e.g. deleting a tenancy, will not be permitted unless all relevant transactions have first been deleted.