Clear transaction

Created by Maria Appelquist, Modified on Wed, 14 Feb 2024 at 02:57 PM by Sara Flodin

In Bank Reconciliation view you sometimes get a single transaction that can not be matched, either on the bank side or on the Treasury System side.

You need the Permission Clear Transaction to use this function.

To Clear one transaction on either side select the transaction and press Clear Transaction:

It is mandatory to write a reason before you will be able to save, then press OK.

The transaction will be moved to the Matched section and the Description will be Cleared Transaction:

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