Delete bank transactions on mobile
This article explains how to delete bank transactions on the FreeAgent mobile app.
Please note that we don’t recommend that you delete bank transactions unless:
- you’ve manually added a duplicate bank transaction in error that can’t be matched to an imported transaction and needs to be deleted
- you’ve got bank transactions dated before your FreeAgent start date that need to be deleted and entered as part of your opening bank balance instead
Once a bank transaction has been deleted it cannot be recovered. Deleting a bank transaction that has been explained as an ‘Invoice Receipt’ may also result in reminder emails being sent to your customer if the invoice isn’t marked as paid with the correct bank transaction.
You’ll need level 6 access or above to your FreeAgent account to delete bank transactions.
Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.
Navigate to the relevant bank transaction
Tap the ‘Banking’ icon.
Next, choose the relevant bank account from the list.
Select the relevant transaction from the list.
You can either delete a single bank transaction or multiple bank transactions in bulk.
Delete a single bank transaction
To delete a single bank transaction, tap ‘Delete’ in the top-right corner.
If there is a file attached to the bank transaction that was automatically matched to the transaction by FreeAgent, it will now automatically be moved to the Smart Capture tab in your Files area. If the attachment wasn’t captured using Smart Capture, you’ll have the option to either permanently delete the attachment or move it to the General files tab in your Files area. Choose the relevant option from the menu.
Select ‘Delete’ to complete the process.
Delete multiple bank transactions
For iOS devices, select the three dots in the top-right and choose ‘Select transactions to delete’ from the drop-down menu to bring up the option to select multiple transactions.
For Android devices, press and hold on a transaction to bring up the option to select multiple transactions.
Tick the checkbox to the left of each bank transaction that you’d like to delete. Please note that you can delete multiple ‘money in’ transactions or multiple ‘money out’ transactions at the same time, but you can’t delete a combination of the two. Instead, you'll need to delete one type of transaction first, then the other.
Select ‘Delete’ at the top of the screen.