Duplicate bank transfers

This happens when you transfer money between bank accounts, and then import transactions from both accounts. This could be from a bank feed or import from a bank statement.

For example, if you transfer £100 between bank A and bank B.

Bank A sends details of the transfer via bank feed. In Sage Accounting you create a bank transfer transaction from your bank feed. This updates the balance of Bank A (-100) and Bank B (+100).

Bank B also sends details of the transfer transaction. You create this in Sage Accounting as well. This duplicates the bank transfer transaction. It updates the balance of each bank again. Bank B (+100) and Bank A (-100).

Delete duplicate transactions

How you delete these depends on when you notice the duplicate transactions.

Discard duplicate transactions from the bank feed

This is the easiest way to discard these from imported transactions page.

If you see duplicated transactions in your bank feed, discard them without processing.

Click the Discard button. Seelct Yes when prompted.

 NOTE: If there's multiple transactions duplicated in your bank feed, we may need to look into this further. Please contact us to report this. 

Delete duplicate transactions from the bank activity

If you spot the duplicate after creating the transaction, delete it from Bank Activity.

If you have reconciled the bank account, don't worry. Apart from bank transfers, delete the transactions from your bank activity in the same way. We adjust the starting balance on your next reconciliation. We adjust by the amount of the deleted transaction.

Read more about how to delete bank transactions >

You cannot delete reconciled bank transfers or any transactions included on a submitted VAT return. You will need to reverse these instead.

To delete a bank transaction:

1. From Banking, select the relevant bank account.

2. From the Activity tab, select the tick box to the left the transactions you want to delete. 

   A toolbar now appears above the list.
   

3. From the toolbar, select the Delete icon.

Reverse a reconciled bank transfer

You cannot delete a reconciled bank transfer.

You will need to reverse this instead.

Read more about how to reverse a bank transfer or cash deposit.

Reverse transactions included on a submitted VAT return

You cannot delete a transaction included on a submitted VAT return.

You will need to create a reverse transaction to clear the value from the bank account.

Read our article Edit or delete transactions included on a VAT return >.