Delete transaction from the Transactions table

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

To delete 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 you delete a transaction, it will be removed from the Transactions table.