Check out this article to find out more about Banking in Holded
Get there
- Access Banks from Banking in the navigation bar
- Go to Banks from the bottom of the screen
After you have synchronized the bank statement or imported it with the template, you may need to delete a specific transaction or even the entire statement in order to import it again.
Keep in mind that if you delete a reconciled transaction, the payment or collection of the referenced document will be deleted automatically.
Deleting individual transactions or full statement
- Select the Bank type account that contains the statement to be deleted
- Click on Go to reconciliation
- In the Bank statement lines section, select the transactions you want to delete
You can use the first box next to Date to select all the transactions. You also have the possibility to filter them by status using the Pending, Partial, and Reconciled tabs at the top.
- Hit Remove
