Overview

If you’ve imported bank transactions via a CSV file and need to remove them, you can use the Bulk Update feature to delete them quickly.

Pre-requisite

You must have permission to access the Bulk Update button for bank feeds.

• If you do not see this button, an administrator will need to grant permission.

• To do this (Administrator ONLY):

  1. Go to Maintenance > User Security.

  2. Select Button/Function.

  3. Search for Bulk Update.

  4. Select the one for Bank Feed.

  5. Select the user account and click the Add button.

Steps to Delete Transactions