Hey new user here and can not figure out how to delete a transaction that was entered wrong. Entered a payed bill as an account payable and wanted to redo the trasaction. How to delete and redo to my liking thanks
Hi Justin!
We don't actually delete transactions in AgExpert. We are a full audit software, and deleting items does not follow that procedure.
If you need to remove a transaction that you did, go to Transactions > Edit or Reverse Transaction. Click on the transaction that you want to "delete", and click on the Reverse button at the bottom of the screen. This creates a reversal transaction that is the opposite of the original, essentially "deleting" the item without actually deleting the original transaction for audit purposes.
I hope this helps!