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Repeating Transactions - how to delete
Posted: Thu Apr 07, 2016 12:39 pm
by pessner
We have several repeating transactions that are not being used and we want to get them deleted from the list.
How? Tried clearing, deleting, everything we can think of (even in the administrator login) and can't get them to go away.
Help!
Pat Essner
pessner@gmail.com
Re: Repeating Transactions - how to delete
Posted: Thu Apr 07, 2016 1:43 pm
by NeilZ
pessner wrote:We have several repeating transactions that are not being used and we want to get them deleted from the list.
How? Tried clearing, deleting, everything we can think of (even in the administrator login) and can't get them to go away.
Help!
Pat Essner
pessner@gmail.com
I'm going to assume you're using V11.x, and these are Funds Accounting transactions ??
1. First off, do a reindex of the databases. ALL the databases.
2. Under
Accounting -> Fund Accounting -> Setup - Maintain Repeating Transactions, all you should have to do is locate the transaction you want to delete using the Locate button, click on it to display it in the Maintain Repeating Transactions window, then click the delete button.
3. Click the next or previous button, then try to come back to it. It should be gone.
If you're talking about Accounts Payable then
Accounting -> Accounts Payable -> Repeating Items -> Maintain Repeating Items and basically follow the same actions as above.
Re: Repeating Transactions - how to delete
Posted: Sat Apr 30, 2016 7:36 am
by pessner
thank you! It helped so much - you redirecting me to "Maintaining Repeating Transactions". I remembered seeing it when you directed me to it.