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how do I delete an import

Question asked by Geoff Vaughan 6 years ago

Hi there,
I import a CSV file and explained it all. However I realised I made a mistake with the import. How can I mass delete this import?
ANy ideas?

Many thanks

11 Replies

Hi Geoff,

Unfortunately, at this time, there is no option to mass delete imports.

However, you can suggest this in the Ideas tab above. Should your idea gain significant support, our development team will seriously consider implementing it.

If you need any other help, feel free to submit a ticket, and our support team will get back to you.

Here's the guide on submitting a ticket:

http://www.clearbooks.co.uk/support/guides/getting-started-2/ask-support-within-clear-books/

All the best,

Aaran

Hi, is this still the case one year later?

Hi Jonathan,

If any of the transactions on the statement have been explained then you will need to delete these to remove the statement - unfortunately there is no bulk delete option.

Hi David,

If the transactions have been explained, you will have to void the transactions individually by clicking the 'magnifying' glass and then void. Once all the transactions have become unexplained, you can then remove the whole import.

There are currently no options to bulk delete explained transactions.

Tommy

Sob! okay I will have to remove them all by hand...

Hi David,

I do apologise for the inconvenience. As an alternative, we can restore the account to a specific date within 30 days, so if you explained the transactions, let's say today, we can restore the account to yesterday for you? However, you will also lose other progress that you may have done in the meantime.

Please let me know your thoughts?

Tommy

Ah That would be most useful Yes can you restore the account to yesterday please

Many thanks

David

Hi David,

No problem at all - are you able to send in your account/ company name to support@clearbooks.co.uk please?

Tommy

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