Introduction

The Credit Card Statement SuiteApp allows users to delete statements that are stored in the system.

• When deleting a statement the Credit Card Statement SuiteApp will always rollback the reconciled transactions on the statement so it's not needed to revert manually each transaction individually.
• When you delete data it can not be retrieved anymore so only perform this operation when really needed.

Deleting a Statement

To delete a statement in full you must open the Credit Card statement in view mode.

• To open a statement in view mode navigate to Transactions > Credit Card Import > Credit Card Statements and press view on the bank statement line that you would like to remove. In edit mode, you won’t have the delete options available.
• On the statement that opens you press delete and wait until you see a confirmation page.
• If a confirmation is not shown and the system redirects you to the statement again it means that the statement is too big to be deleted in one go. In this situation simply repeat the process until you get a confirmation page. In each deletion run, you should see a decrease in the number of lines or matched lines.

When you delete a bank statement that originated from a multiple statement import then after deleting it will become again a statement to process. To fully remove the statement you should also remove the statement to process record

Deleting Statements to Process

To delete statements to process navigate to Transactions>Credit Card Import>Credit Card Statements to Process.

• By default, the page will open without the inline edit option enabled. To delete a record the inline edit option must first be enabled. This can be achieved by clicking on the slider button labeled “Edit”.

• When the inline edit is enabled you can hover on a line and at the beginning of the line, you will see a green icon. When you hover on the green icon you will see an option to delete the highlighted line.

To delete multiple lines in one go click in the name column and then hold your shift or command key and click lower or higher on a different line. This will draw a square around the selected lines. Now you can use the green icon to delete all the selected lines in one go.