Pimbrook Software

4655: Delete a bank transfer

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Author: Pimbrook Support

Delete a bank transfer

If you need to undo a bank transfer, depending on your version, you can delete or reverse the transfer and start again.

Delete a bank transfer

Sage Accounts v22 and above

You can delete bank transfers if they were created in Sage Accounts v22 or above. If the transfers are from v21 or below, or involve foreign currencies, please refer to the section: Sage Accounts v21 and below.

  1. Click Transactions.
  2. Click one of the transfer journals that you want to delete.
  3. Click Delete, then click Delete
  4. At the confirmation message, click Yes.
  5. Click Save and click Close.

Sage Accounts v21 and below

In earlier versions, or where foreign currencies are involved, bank transfers can’t be deleted, but you can reverse the original transfer.

Simply post a bank transfer with same details on the same date but swapping the bank account you’re moving the money from and to. Then post a new transfer with the correct details.

 


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