How to Delete a Transaction or Money Record


All transactions are linked to money records. Therefore, they are deleted with the money records.

Method #1. From the Transactions

Go to the Finance application → Transactions section. Click on the transaction name in the Title column.

TClick the Delete button in the left corner of the record:

If there are several transactions in the record, you can delete one of them through a red minus button. When saving the record, by default a transaction will be created for the remaining part of the amount specified in the record and marked as unallocated.

Deleting a transaction in the payment document

An unallocated amount in the payment record

If necessary, you can delete only the relation. To do this, open the payment record and click on the 'cross' button. In this case, the transaction itself will be saved, but will not be linked to the project or invoice.

Method #2. From the Money

Go to the Finance app → the Money section, select one or more records and click the Delete button. The payment record will be deleted along with its transactions: