Remove transactions from a Project

The Transactions tab lists all posted (updated) transactions to the ledger. 

In this example,Invoice IN000004, needs to be deleted from the project. 

To delete a transaction from the project:

1.Select the transaction, in the “Debit” section.

2.Right-click. On the context menu, select the Delete from project option. 

3.A confirmation message “Do you wish to continue?” will be displayed.

4.Click on the Yes button. The transaction will be removed from the project.

5.In the “Credit” section, select the Contra-accounts and repeat the process for the contra-accounts.  

This will remove the transactions and the contra-accounts' transactions from the following reports: 

1.Transactions 

2.Totals 

The deleted documents will not be removed, and still be included in the following reports:

1.Stock items

2.Statements 

Add removed transactions to a Project

Right-click and select the Add to project option on the context menu. 

The “T-Account viewer” screen will be displayed. It will list the transactions which was removed from the project.

Select the transaction(s).