How-to delete a deal / transaction

Created by Erik Akerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Akerlund

Delete a Transaction

Is used only on transactions e.g. Interest transaction, capital increase or amortisation under a deal that needs to be cancel. 

  1. Open Modify deal 
  2. Enter search criteria to find the transaction 
  3. Select the transaction or several transactions 
  4. Click on icon change status
  5. Pick status cancelled and enter a reason (mandatory) to the cancellation. 
  6. Click OK and all transactions selected should have status cancelled.

Note you cannot cancel transactions with status locked. The transaction gets status locked automatically when the accounting is approved or Payment is created. To unlock the deal the accounting needs to the changed to preliminary or payment needs to be taken back to Cash flows from pending payments. 

Delete a Deal

An entire deal can be cancelled. This will change the deals status to cancelled and will be shown in the blue summary on the deal. All future transactions needs to be cancelled as well see above. This is to avoid that the transactions will show up in reports or in e.g. accounting.   

To cancel/delete a Deal 

  1. Open the deal 
  2. click on icon Change status
  3. Enter reason for the change 
  4. Action cancel 
  5. Click OK 

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