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Table of Contents (Online Help)

Delete Transaction

Loan Performer allows you to delete a transaction that has been erroneously entered. The user must be able to identify the transaction number or voucher of the transaction to be deleted.

How to delete a transaction

To delete a transaction you go to Accounts->GL Transactions->Delete Transactions. A screen that looks as follows will be seen:

The screen has four tabs, i.e., Add transactions, View Accounts, Retrieve Transactions, View Transactions per Account. Click on the Retrieve Transactions tab. A screen that looks as follows will appear:

The above message will appear after clicking retrieve transactions, select "Yes" anyway to proceed to select the transaction you want to delete.

• Transaction No: From the drop down select the transaction number for the transaction that you want to delete e.g., "21062001449".

Note that you can also retrieve a transaction by selecting a voucher number in the "Voucher" box. That is if the voucher number was used during the transaction entry.

• Search on Transaction No:  Click on this button to display the transactions in the lower part of the screen. (When the Voucher has been entered, use Search by Voucher button to search for the required transaction).
• Delete Transaction: Select the transaction that you want to delete from the list displayed in the scroll space and click on the Delete button to delete it.

Then click on the Close button to exit the menu.

Related Topics

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