If you have imported a bank statement file into New bank reconciliation, but it is incorrect, you are able to delete it. To do this, follow the steps below.
Open General Ledger, Transactions, Bank Reconciliation, Reconcile. The Bank Reconciliation screen will launch.
From the Existing Statements section, select the statement you want to delete by clicking on it.
Within the statement, click the Down Arrow in the Matched Transactions section.
De-select each matched transaction by clicking the X on the far right of each line.
When you have zero matched transactions, click the Delete Statement button at the top right of screen, and click the Delete button when prompted Are you sure you want to delete the current statement?
The statement will now no longer exist. You can re-import a new file as required.
📌 Note: If you try to delete a statement with existing matched transactions, you will get a message pop up at the top stating Please unmatch all transactions before deleting statement, and you will not be able to delete the statement.
See also: New Bank Reconciliation.