Autotransactions - Deleting an Autotransaction
The Autotransactions feature in Standard ERP:
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You can delete an Autotransaction at any time. Follow these steps:
- Open the Autotransactions setting as described here.
- In the 'Autotransactions: Browse' window, find the Autotransaction you want to remove and open it by double-clicking (Windows/macOS) or tapping (iOS/Android). The Autotransaction will be opened in a window entitled 'Autotransactions: Inspect'.
- Select 'Delete' from the Record menu (which has a 'cog' icon if you are using iOS or Android).
- The Autotransaction will be permanently deleted, and the window will now display the preceding Autotransaction.
- Close the window using the close box (Windows/macOS) or by tapping < (iOS/Android).
! | You cannot undo the deletion of an Autotransaction. |
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When you use the 'Delete' command, you will usually not be asked if you are sure you want to go ahead with the deletion. If you would like such a warning to appear, select the Prompt When Deleting option in the Local Machine setting in the User Settings module. In a multi-user system, you will need to choose this option separately on each client machine.
You can prevent certain users from deleting records using Access Groups (by denying access to the 'Delete Records' and/or 'Deleting Records from Shared Registers' Actions).
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Settings in the Nominal Ledger:
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