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How can I manually delete a single transaction?
How can I manually delete a single transaction?
I’m puzzled
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Inappropriate?Raina - based on your follow-up email to this, I'm looking into the specifics of your duplicate transaction.
In general, we view the uploaded transactions as 'the truth', and if we allowed them to be edited or deleted you could very quickly go out of sync with the real bank data.
So if there are some duplicates we would rather fix FreeAgent to not let them arise in the first place (you could progressively undo uploads to remove the duplicates for the time being). -
Inappropriate?I also need the option to delete uploaded transactions. I understand 'the truth' concept but I'm *generally* smarter than the uploads or have already filled in the details, category, etc. Not to mention, if the transaction includes multiple checks or an order for widgets that needs to be rebilled to multiple projects, it's going to take even more time.
Some sort of matching -- even just a manual option -- is sorely needed. -
Inappropriate?Hi Jay
We have been discussing some improvements to the upload and explain process which we hope to work on in the near future. We're aware that there are some situations which our auto-guess system is a little too eager, and where customers would like a bit more control.
I'm still not quite sure why you would need to delete uploaded transactions though? -
Inappropriate?I have this problem too. I uploaded a statement with some dates overlapping with a previous upload, and the system did not recognise a duplicate. I know you would like a perfect system, but we need the ability to reverse the effect of imperfections till you get there!
I’m anxious
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