You can delete a transaction or transactions which have been downloaded from your bank when you are using Bank Feeds or Plaid. This allows you to delete any transactions that have been erroneously downloaded or where there might be duplicates to ensure you have more control over the transactions displayed in the Bank Statement column.
Delete a bank statement transaction for Plaid integration
Please make sure that you have a bank account where you have done the Bank Feeds/Plais set up.
Click Financials then click Cash Book.
Note: All Bank and Petty Cash type nominal accounts are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox in front of the nominal bank account that you have set up the bank feeds for.
Note: The Action Panel automatically opens from the right-hand side of the screen.
Click on the Bank Rec tab on the Action Panel and select the Auto Match action card.
Click on the Unmatched Tab to see all the Bank Statement transactions which have been downloaded for you and have not been auto-matched.
Hover over the transactions you wish to delete and right click on your mouse to gain access to the Delete Statement Line option.
Click on the Delete Statement Line to delete the unwanted transaction and a confirmation message lets you know that the transaction has been deleted.