Delete transaction from the Transactions table

You can delete payment transactions that have a Status of Draft from the Transactions table in the claim file and the exposure file Accounting screen.

To delete payment transactions, access the Accounting screen of the claim file or exposure file, and:

  1. In the Transactions table, navigate to a transaction with a Status of Draft.
  2. Navigate to the Actions column of the transaction and select the ellipsis. A dropdown will appear.
  3. Select Delete. A Payment pop-up window will open, asking:

    Are you sure you want to delete payment?

  4. Select Yes to delete the payment. Select Cancel to return to the Accounting screen without deleting the transaction.

Usage consideration

When a payment transaction’s Status is Draft, the payment transaction is not factored into the Claim or Exposure Accounting Summaries. Payment transactions are only factored into the accounting summaries when the payment is approved and posted. When you delete a payment transaction, it will be removed from the Transactions table without impacting the accounting summaries.