Deleting credit card transactions

If a transaction was cleared, you cannot delete it unless you first unclear it on the Reconcile tab.

If the transaction is on a closed credit card statement, delete the vendor invoice which Ajera created when you closed the statement. However, you cannot delete the vendor invoice if any later statements are closed. In this case, make an adjustment by entering a credit card transaction on the next open statement.

You cannot delete payment transactions from the credit card bank if they were created as a result of paying a credit card statement vendor invoice. Instead, void the check from the bank account bank, which automatically deletes the payment from the credit card bank.

1. From the Manage menu, click Bank Register.
2. Click the row of the transaction you want to delete, and click the Delete button.
3. Click Yes to delete the transaction.

Ajera selects the Voided check box to indicate that the transaction is voided.

4. Ajera may ask you to enter an accounting date if you selected the Company > Preferences > General tab > Enter accounting dates check box. Either change or leave the accounting date that Ajera suggests; it is the earliest date allowable. Click OK.
5. Click Save.

See also

Entering credit card transactions

Changing credit card transactions

Reconciling a credit card register

Changing an expense report