Why can't I delete a bank transaction in Kontuly?
Kontuly only deletes bank lines that are unassigned or ignored, so deleting never changes your books. If you see "Unassign the transaction before deleting it", click Unassign (reverse) on the line first, then delete it.
- Find the line in Banking (use Show reviewed if it's been cleared).
- Click Unassign (reverse). Its entry is reversed and the line becomes unassigned.
- Click the bin icon (Delete) and confirm.
Deleting removes the bank line only and is recorded in the audit log with its date, description and amount.
Should I delete it at all?
- A real transaction? Code it, or mark it Ignore (non-business) if it isn't business money. Don't delete it: your bank balance in the books would then differ from the bank's.
- A duplicate, or a line added by mistake? Delete it.
- Re-importing the same statement brings a deleted line back. Ignore it instead if you'll import overlapping files.
It still won't unassign
The line may be part of a finished bank reconciliation, or dated on or before your lock date. See How do I fix a bank transaction coded to the wrong account?
Related questions
- How do I fix a wrongly coded bank transaction in Kontuly?Click Unassign (reverse) on the bank line in Kontuly's Banking screen, then code it again with the right account or GST rate. Here's what to do if it's locked.
- Should I ignore personal transactions in Kontuly's Banking?Ignore only money that has nothing to do with the business. Owner drawings and money you put in belong in the books, coded to Owner's Drawings or Capital.
- Why does Kontuly say "duplicates skipped" after a bank import?Kontuly skips bank lines it already has with the same date, amount and description, so overlapping statements never double up. Here's when that matters.
More about troubleshooting
- Why can't I edit an approved invoice or bill in Kontuly?Kontuly says "Only draft invoices can be edited" or "Only draft bills can be edited"? Fix an approved document by voiding it or raising a credit note.
- Why does Kontuly say "Period is locked"?The transaction is dated on or before the lock date in Kontuly's Settings. Date the correction after it, or clear the lock date, fix it and set it again.
- Why can't I change the currency of a business in Kontuly?Kontuly fixes a business's currency once any transaction is posted, because every amount is stored in it. If it's wrong, set up a new business.
- Why can't I void a bill or credit note in Kontuly?No Void button on a Kontuly bill or credit note? Remove its payments, allocations and refunds first, and check the lock date. What each message means.
- Kontuly says an account has transactions and its type can't changeKontuly locks an account's type once it's been used, so past reports don't change. Create a new account of the right type and move the balance with a journal.