Delete a Batch

From time to time, you may need to ‘undo’ some work you have previously completed. If this involves the existence of Capitalisation or WIP transaction batches, then you will need to properly delete these batches in order to continue. To delete a batch of transactions from a Budget Bucket, perform the following steps:

1. Navigate to the relevant Budget Bucket and enter the ‘Capitalisation’ tab.

2. Any existing transaction batches will be displayed in the upper portion of the Capitalisation tab page. In the upper-right hand corner of each transaction batch, there is a trash can icon. Click on this icon to delete the relative transaction batch.

3. A dialog window will appear asking you to confirm the deletion. It will also provide detail as to the potential consequences of deleting the transaction batch (in monetary terms). Click ‘Confirm Deletion’ to delete the transaction batch.