Delete an imported bank transaction file
You can delete an imported bank transaction file if you have permissions to Delete. When you delete a file, the transactions within the file are also deleted from Sage Intacct. Unreconciled bank transactions that have been matched will unmatch and be deleted.
You cannot delete a transaction that has been reconciled, or that has generated a new transaction from a creation rule. In this case, reopen the reconciliation or unmatch the transaction before you delete it.
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Go to Cash Management > All > Transactions > Bank transaction import files.
- Select the checkbox at the start of each row that you want to delete, then select Delete at the top of the list.