Bulk Delete Balance Swaps

Written by Nick Miles

Last published at: September 4th, 2018

To Bulk Delete Balance Swaps:

  1. Navigate to Accounts.
  2. From the left-side menu, select:
    1. Balance Swap
    2. Account Transfers
    3. Bulk Un-Post
  3. Click the Unpost and Delete button to unpost and delete any past Transfers or Balance Swaps. 

Money from transfers will return to the Cash Balancing Fund.

Note: The system only shows transactions back to the last time the books were closed. Once transfers have been reconciled, they cannot be unposted and deleted.