Summary
Delete a bank reconciliation and start it again in Sage Accounting.
Description
If you’ve made a mistake in your bank reconciliation, you can now delete it entirely. This allows you to start again without fixing each error individually.
NOTE: While you can delete multiple reconciliations, you can only delete your most recent bank reconciliation first. This includes any draft reconciliations.
Resolution
If you make a mistake in a reconciliation, you can remove it and start again. This removes the entire reconciliation, including any draft versions.
NOTE: You can delete several reconciliations, but you must delete them one at a time. Always delete the most recent reconciliation first.
- Select Banking, open the bank account you want to correct.
- Select the Reconciliations tab.
- Open your most recent reconciliation.
- Select Delete from the top-right corner.
- Confirm that you want to delete the reconciliation.
You can now run the reconciliation again with the correct details.