Overview - Transactions can be individually
deleted off of your transaction grid on any of your Ledgers.
PROCEDURE - Find the desired ledger.
1. From the
'Activities' Menu, select the type of Ledger that you
wish to post to: Owner, Property, Unit or Tenant.
2. Once you have
selected the type of Ledger you wish to display in your
'Active Box', locate the exact Ledger you want to delete
a posting from by clicking onto the 'First', 'Previous',
'Next' or 'Last' button on the task bar or click on
'Find'. ('Find' will display a listing of Owner,
Property, Unit or Tenant names).
3. Once you have
located the correct Ledger, click on the 'Ledger' button
on your button bar to replace the 'Notes' folders with
your transaction grid. (You can increase your
transaction grid to a full page by clicking on the up
arrow located on the upper right hand corner of the
displayed grid).
PROCEDURE - Delete the transaction.
Click onto your
'Record Selector' for the transaction you wish to
delete. The 'Record Selector' is the first column on the
far left hand side of your transaction grid. Once you
have clicked onto the 'Record Selector' the entire
transaction will be highlighted. Once it is highlighted,
press your 'Delete' key on your keyboard to
delete the transaction.
Do not click on the 'Delete' key
on the button bar. This 'Delete' key on your button bar
will delete the entire Ledger displayed in the 'Active'
Box (a window will first display with a Warning to this
effect).
Note: You can also delete a large number of transactions from the ledger at one time. To do this, you would use the 'Miscellaneous > Transaction Finder' screen. This innovative utility allows you to search for ledger transactions using several different criteria, such as date, type, remark and more. Once the transactions are found, you can delete individual transactions, or bulk delete all of the displayed transactions. |
