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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 this week

Method 1

  1. In the main menu, head to the Ownership tab and choose Cap table from the dropdown menu.

  2. Navigate to the Shareholders tab from the top menu.

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

  4. Scroll down to their 'Transaction history'

  5. Click the three dots 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 Ownership tab and choose Transactions log from the dropdown menu.

  2. Find the transaction you wish to delete then click the three dots on the right hand side.

  3. Select Delete transaction from the dropdown menu.

  4. Confirm that you want to delete the transaction.
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