NetCash Delete Incorrect CSV Bank Transaction

Overview

When bank transactions are uploaded through CSV there may be situations where incorrect bank information was uploaded. This article walks through the process to delete these transactions. 

Step by Step Process

Single Transactions

1. In the global search bar search for "NetCash Bank Transaction" and select Page: NetCash Bank Transaction View full size
2. Select the Edit toggle View full size
3. For incorrect transactions, they can either be deleted or marked as inactive
4. To delete records, select Delete Record  in the "New" column View full size
5. To mark as inactive, select the Checkmark to Show Inactives and mark the applicable records in the "Inactive" column View full size

Entire Import

1. Navigate to NetCash > Reports > All Reports
2. Select the Bank Imports report View full size
3. Select the applicable import to be deleted View full size
4. Select Permanently Delete Bank Activity View full size
5. In the popup, type CONFIRM and select Delete View full size