Deleting an Unsent Transaction
STOP! Before deleting a transaction, review all transaction history to ensure this is the necessary action AND that you are working with the correct transaction.
An unsent transaction can be deleted by doing the following:
- In the Transaction Processing screen, highlight the transaction and click Delete.
- A prompt displays, click OK.
- Enter a detailed explanation for deleting the transaction.
- When prompted, confirm the transaction to be deleted and click Yes.
Deleting a Sent Transaction
STOP! Before deleting a transaction, review all transaction history to ensure this is the necessary action AND that you are working with the correct transaction.
A sent transaction can be deleted by doing the following:
- In the Transaction Processing screen, highlight the transaction and click Delete.
- A prompt displays, contact your Supervisor and click OK.
- Note: deleting a sent transaction requires supervisor override.
- Once deleted, the following prompt displays.
- Remove the work from the day's work and return to the client.