Delete a Reconciliation

To delete a reconciliation, it must cover the most-recent month of that account’s transactions. For example, to delete the reconciliation for April, you must delete the reconciliation for May, and to delete the reconciliation for March, you must delete the reconciliation for April, etc. After you delete a reconciliation, you can delete the reconciliation for the preceding month.

You can delete a reconciliation under two sets of circumstances.

• The reconciliation is pending (i.e., you have not yet finalized it).
• The reconciliation is complete (i.e., you have finalized it), but you have not yet created a reconciliation for the statement time period following the one covered by the reconciliation you want to delete.
1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Reconciliations” tab.
3. In the “RECONCILIATIONS” window that opens, locate the pending reconciliation in the list.
4. In the “Actions” column, open the three-dots menu and choose “Delete Reconciliation.”
5. In the “DELETE RECONCILIATION?” window that opens, click on the “Delete” button to delete the reconciliation and return to the “RECONCILIATIONS” screen.
   • If you opened the “DEACTIVATE RECONCILIATION?” window by mistake, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.