Undo a match or delete a transaction
Click Reset match on a matched line to undo it: the payment it created is removed. Only unmatched lines can be deleted. They go to the Trash and are not fetched from your bank again.
- Software
- Skileo Accounting
- Who can do this
- Business owner, Member
- Updated
Undo a match
- Open Bank in the menu of Accounting, then Transactions.
- Click the actions button (⋮) of a matched line, then Reset match.
- Click Yes, reset it!
The line is Unmatched again. On the document:
- a payment the match created is deleted, and the document is unpaid or partly paid again;
- a payment you had recorded by hand and linked to the line stays as it was, but is no longer linked;
- a record created with Add new record in Finances stays, unpaid.
Delete a transaction
- Click the actions button (⋮) of an unmatched line, then Delete. To delete several, tick them and click Delete above the list.
- Confirm.
The lines go to the Trash, where they can be restored. A matched line can’t be deleted: undo its match first. If you ticked matched lines, Skileo deletes the others and tells you how many it skipped.
A deleted transaction is never fetched from your bank again. Restore it if you deleted it by mistake. See Restore a deleted item.
Deleting a bank account can also send its transactions to the Trash, matched ones included. See How the bank accounts list works.
Common questions
Why can't I delete a transaction?
It is matched. Click Reset match first.
Can I undo the reset?
No, but you can match the line again. See Match a transaction to an invoice or expense.
Who can undo a match?
The Business owner, and a Member with Bank and Invoicing set to Edit.