Overview

If you’ve imported bank transactions via a CSV file and need to remove them, you can use the Bulk Update feature to delete them quickly.

Pre-requisite

You must have permission to access the Bulk Update button for bank feeds.

• If you do not see this button, an administrator will need to grant permission.
• To do this (Administrator ONLY):

1. Go to Maintenance > User Security.
2. Select Button/Function.
3. Search for Bulk Update.
4. Select the one for Bank Feed.
5. Select the user account and click the Add button.

Steps to Delete Transactions