Delete a Book Transfer

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You can delete any book transfer with a "pending" status.

Remember, the Book Transfer Summary page contains one row for each transaction within a book transfer. Consequently, one to many and many to one book transfers are spread over multiple rows in the table. In a one time book transfer, you can delete a single transaction or delete all the transactions in the transfer. The deleted transaction(s) do not effect any transaction(s) that were not deleted, nor does it affect the total amount value.

In a recurring transfer, you can not delete single occurrences. If you delete one occurrence, you delete all future occurrences of the book transfer.

The Delete Verification page that displays differs depending on the type of book transfer transaction being deleted.

If book transfers of different types are selected for deletion in one process, the system displays the appropriate verification page as it processes each deletion.

To delete a book transfer transaction:

  1. Select Book Transfer from the navigation bar.

  2. Select Summary from the list of available categories to display the Book Transfer Summary page.

  3. There are many ways to delete a book transfer .

Click Yes to delete the displayed transaction only and display the Delete Verification page again with the next transaction you selected for deletion.

Click Yes to All to delete all the transactions you selected.

Click No to leave the displayed book transfer transaction as is and display the Delete Verification page again with the next book transfer transaction you selected for deletion.

Click Cancel to cancel the deletion action.

Repeat this process for each book transfer transaction selected.

  1. When you have finished, the Book Transfer Summary page displays.