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Delete a transaction
Delete a transaction

I made a mistake, how do I delete a transaction?

Shannon Griffin avatar
Written by Shannon Griffin
Updated over 2 months ago

Method 1

  1. In the main menu, head to the Equity tab and choose Shareholders

  2. Find the shareholder with the error in their transaction and click on their name

  3. Scroll down to the Transaction History

  4. Click on More on the incorrect transaction and you will see Delete Transaction. OR if there are multiple incorrect transactions, select each one you would like to delete and then click More at the top of the history and you will see Delete Transactions.

Method 2

  1. In the main menu, head to the Equity tab

  2. Click Transactions Log in the menu on the left.

  3. Find the transaction you wish to delete then click More on the right hand side.

  4. Select Delete Transaction from the dropdown menu.

  5. Confirm that you want to delete the transaction.
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