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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

1. In the Bank statement lines section, find the transaction you want to delete

   You have the possibility to filter transactions by status using the options provided in the drop-down menu. You can also enter specific keywords in the search bar.

2. Click on the three points on its right (⋮)
3. Hit Remove
4. Confirm the action

Deleting the full statement

1. Check the first box next to Date to select all the transactions
2. Go to the section on the right
3. Hit the button with the trash icon you'll find at the bottom
4. Confirm the action of removing all transactions