Forum Discussion

MikaelaB's avatar
MikaelaB
6 years ago

Bank Feed Duplicate Download

Hello,

I am assisting an organisation that has just moved to Account Right.

The other day when we downloaded the bank feed, however then we realised that some of those transactions were already downloaded by someone else using the company account and reconcilied. 

Is it possible to delete the duplicate transactions from the bank feed, otherwise, does the duplication mean that the company file did not sync and we need to re-sync the file??

 

If so, once we re-sync, will the reconciled transactions dissapear?

 

Thank you,

Mikaela

(I hope my explanation makes sense)

Bank feeds
Company File
delete bank feed
reconciled transactions
  • Theresa_D's avatar
    Theresa_D
    6 years ago

    Hi MikaelaB 

     

    Thanks for your post. I hope you're finding plenty of useful tips, advice and support on the community forum. 

     

    While you cannot delete bank feed transactions, they can be hidden.  So since the transactions have been reconciled and sorted out in AccountRight, you just need to Hide the bank feed transactions that are a duplicate of what has already been reconciled.  See the linked help article for additional information.  

     

    I hope this helps. If this answers your inquiry please mark 'Accept as Solution' to help other users find this post easier. 

  • Theresa_D's avatar
    Theresa_D
    Former Staff
    6 years ago

    Hi MikaelaB 

     

    Thanks for your post. I hope you're finding plenty of useful tips, advice and support on the community forum. 

     

    While you cannot delete bank feed transactions, they can be hidden.  So since the transactions have been reconciled and sorted out in AccountRight, you just need to Hide the bank feed transactions that are a duplicate of what has already been reconciled.  See the linked help article for additional information.  

     

    I hope this helps. If this answers your inquiry please mark 'Accept as Solution' to help other users find this post easier. 

      • Theresa_D's avatar
        Theresa_D
        Former Staff
        6 years ago

        Hi Mikaela, MikaelaB 

         

        No worries, happy to help! Keep me posted on how it goes. 

         

        If this works out for you please mark this as "Accept as Solution" which will help other users find this information easier. 

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