Deleting Bank Transfer

Holly Lord
Holly Lord
Third Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to delete a bank transfer? It has not been posted yet, but I can't find a way to delete it.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Holly Lord
    If you're in Webview, the delete option seems to be missing. But if you're looking at the transfer adjustment in database view, the transfer adjustment should have a Red X just like a regular adjustment. The main thing will be if it's not reconciled as well as not posted.

  • Holly Lord
    Holly Lord
    Third Anniversary Kudos 1 Name Dropper Participant

    @Kevin Brazell The x is grayed out.

  • Holly Lord
    Holly Lord
    Third Anniversary Kudos 1 Name Dropper Participant

    @Kevin Brazell I figured out my issue - I was trying to delete the adjustment in the receiving bank's register. I can delete on the Money out transfer. Thank you for your help!

Categories