You can delete any statements which have been imported by error or any downloaded blank statements in the Bank Reconciliation screen.
Delete an unwanted statement
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 wish to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.
Click on the Bank Reconciliation action card to be taken directly into the Bank Reconciliation screen.
From the Statement field at the top of the screen, click on the drop-down arrow, then click on Show More to open up a larger screen with more advanced filtering capabilities.
To open the filters, hover over the label of the columns until you see 3 small horizontal lines.
Click on the 3 lines to open the Filtering popup where you can select the relevant filtering option you want to work with.
When you have found the statement or statements that you need to delete, click on the Delete icon at the right-hand side of the Statements screen.
Confirm the deletion of the records to remove the selected statements from the list.