Deleting Uploaded Bank Statements

Tyms

Updated 10 months ago by Tyms

In some cases, you may need to delete uploaded statements to correct errors or remove outdated data. There are two methods available for deletion:

Deleting in Bulk 

Problem: You're trying to delete a group of  bulk-uploaded statements.

Effect: All associated bank statements and the transactions posted from them will be permanently deleted. This action cannot be undone, so proceed with caution.

Deleting Statements Individually

Problem: You're deleting bank statements one by one

Effect: Tyms will prompt you to choose between two deletion options:

        Partial Delete:

  • Removes only the uploaded bank statement.
  • Keeps the related transaction in your books.

         Full Delete:

  • Deletes both the bank statement and the transaction it posted.
  • Use this if the transaction itself was incorrect or posted in error.