In Breeze Premier, transactions are created in batches. After a batch has been posted, you cannot delete individual transactions, you can only reverse them.
This article describes how to delete multiple transactions at once.
To delete multiple transactions
Go to Admin > Toolbox and select Delete Transactions.
Select a Transaction Type.
Complete the other fields on the screen to filter transactions. In the example shown above, we entered a Person (an owner) and a Date Range.
You can also filter by control number. For more information about control numbers, see the last section of this article.
Click Find. Breeze displays matching transactions in the lower half of the screen.
Select the transactions you want to delete and click Delete. A warning message appears.
Enter a reason and click OK. Breeze deletes the transaction.
When You Can Delete a Transaction
The following conditions apply:
Charge: You can delete a charge before it has been paid.
Receipt: You can delete a receipt (a payment from an owner) before it has been deposited.
Deposit: You can delete a deposit before it has been reconciled.
Payable: You can delete a payable before it has been paid.
Payment: You can delete a payment (a check) before it has been reconciled.
Journal: You can delete a journal before it has been reconciled.
Deleted Transactions Report
To view when a transaction was deleted and who deleted it, go to Reporting > Admin > Deleted Items.
Filtering by Control Number
The control number is a unique identifier for each transaction. Control numbers are displayed on the transaction screen, in the bread-crumbs section at the top.
On the Delete Transactions screen, you can filter by control numbers, allowing you to easily locate the transactions you want to delete.
