Delete Transaction

Was this page helpful? Click here and let us know!

 

This task is used to delete an existing transaction.

Prerequisites:

How do you get here?

Household Detail Transaction Tab highlight the transaction you want to delete Tasks Delete Transaction

To Delete a Transaction:

  1. Mark the check box "Yes, Continue with Undo" to confirm the deletion.

  2. You are required to enter an explanation before clicking Finished to the task.

Expected Result:

The transaction will be removed from the Transactions tab, and the explanation for the deletion of the transaction will be displayed in the Household Activity Log, under the Comment column on the far right, for the row showing the deletion of the certification.

Frequently Asked Questions:

Q. I deleted a transaction by mistake.  Can I restore the transaction?

A. No, the delete transaction task cannot be undone and so the transaction cannot be restored.  The deleted transaction must be recreated using the Insert New Transaction task.

Q. The Delete Transaction task is not available.  Why?

A. Some types of transactions cannot be deleted, such as a Move-In transaction.  Also, conversion certifications created for a household before the community live date in Property Manager cannot be deleted.

Q. The task is failing. Why?

A. Be sure that the transaction is not transmitted, or if it has been, that the Undo Transmission task has been completed.

Related Topics:

Insert New Transaction

Undo Transmission

View Household Activity Log