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Delete Posted trial balance or Entry

  • 26 April 2023
  • 3 replies
  • 150 views

How can i delete a posted trail balance import?

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @chanampafe 

Once a Trial Balance is Released, you can not delete it.

You would need to create a new Trial Balance with the correct Balances. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
estebanperalta54
Rank
Userlevel 6
Badge +3

Hi @chanampafe You can’t delete the released import. If you need to re-do it you can reserve the journal transaction batch that it ended up generating and then re import trial balance.

 

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Robert Sternberg
Rank
Userlevel 7
Badge +8

Hi here is a link to Acumatica’s documentation on correcting a Trial Balance.  When you repeat the import procedure for Trial Balances you do not need to accommodate for the original entry, Acumatica will automatically create the correction. 

https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=0c7e3994-c4dd-4abe-94d1-d609b7c25a94

 

 

Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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