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Forum Post: RE: How to Delete/Edit Funds Transaction Entry

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As a general rule, you cannot delete an individual entry (payment, slip, etc.) when you have that entry open. It is sort of the digital equivalent of pulling the rug out from under yourself.  You need to be in a List View of those items to be able to delete them. That said, if the transaction has been billed, that could also prevent you from removing it.  But that is harder to say given the question as stated. Try looking at a List View first and try to delete it there.  Account names are usually handled via the Setup | Bank Accounts menu choice at the very top. Hope this helps.   If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks. Nancy Duhon, Esq. Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza Duhon Technology Solutions, LLC a member of Certified Resources Network, LLC duhon@duhon.biz 404-325-9779 Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.

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