Delete expenses, deposits, and transfers
You may need to delete an expense, deposit, or transfer if, for example, you have duplicated the transaction.
Note: When you delete a deposit that includes customer payments, those payments will again be available for deposit.
- In the Banking screen,
click the expense, deposit, or transfer that you want to delete.
To open the Banking screen, click Banking in the navigation panel.
For more information, see Banking.
- Click Delete Transaction at the bottom of the screen.
- At the prompt, click Yes.
Tap the expense, deposit, or transfer you want to delete > Delete.
Note: When using a tablet or an iPad, tap the Edit button for the transaction > Delete.
Tap the expense, deposit, or transfer you want to delete > > Delete.
The availability of some or all of these features depends on your OnBalance bundle.
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