Delete a credit card transaction

Whether or not you can delete a credit card transaction depends on where it is in your workflow.

You can delete a credit card transaction in the following scenarios:

  • It is associated with a credit card, not a debit card.
  • It is not included in a charge payoff.
  • It is not included in an expense report in Time & Expenses.
  • It is not Paid or Partially paid.
  • It is not matched for reconciliation.
  • It has not been reconciled.
  • It is not a billable transaction on a project invoice.

Delete a credit card transaction

Subscription

Cash Management

User type

Business

Employee
Permissions

Credit card transactions: Delete, View, List

  1. Go to Cash Management > All > Credit card > Credit card transactions.

  2. Find the credit card transaction that you want to delete.

  3. Select More actions > Delete at the end of the row.

  4. Select Delete in the confirmation message.

  1. Go to Cash Management > All > Credit card > Credit card transactions.

  2. Select the Delete checkbox for the appropriate transaction.

    This checkbox only appears for applicable transactions. Otherwise, you see an option to Reverse.

  3. Select Delete.
  4. Select OK in the confirmation popup message.

Cannot delete a credit card transaction?

Common reasons include the following.

Reasons why a credit card transaction cannot be deleted
Reason Solution

Do not have the required permissions.

You need Cash Management permissions for Credit card transactions: Delete, View, List.

The transaction is associated with a debit card.

You can only reverse the transactions associated with debit cards.

The transaction is included in a charge payoff.

You cannot delete the transaction because it's associated with an Accounts Payable AP supplier invoice.

The transaction is included in a draft or declined expense report.

Remove the transaction from the expense report. You can do this by deleting the line item, deleting the expense report, or selecting Remove transaction in the Show details section.

The transaction is included in a submitted or approved expense report.

Remove the transaction from the expense report. You can do this by deleting or reversing the expense report.

The transaction is included in a paid expense report in Time & Expenses.

Void the expense report in the appropriate register. Then, you can delete or reverse the expense report.

The transaction is in a Partially paid or Paid state.

Reverse the transaction.

View the transaction to check the statue.

The transaction is matched for reconciliation.

Unmatch the transaction.

The transaction is included in a closed reconciliation.

Reopen the reconciliation and make changes.

The transaction is billable and included in a project invoice.

You cannot delete the transaction because it's associated with a project invoice.