How do I delete historical debit card transactions?

November 3rd, 2023

Where you might have historical debit card transactions that are already allocated, and you need to delete.

Identify a transaction in the “Unallocated” list
Select the transaction to be deleted by selecting the transaction in the pull-down menu adjacent to the invoice total dialog box
Select the x surrounded by a circle to delete the transaction.

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.