Skip to main content
Solved

Delete Posted trial balance or Entry

  • April 26, 2023
  • 3 replies
  • 290 views
C
Freshman I

How can i delete a posted trail balance import?

Best answer by Kandy Beatty

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. 

      3 replies

      Kandy Beatty
      Captain II
      Forum|alt.badge.img+18
      • Kandy Beatty
      • Captain II
      • Answer
      • April 26, 2023

      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
        Captain II
        Forum|alt.badge.img+4

        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.

         

        If you found the post helpful please like the post or if it answered your question mark it as best answer. Thanks!
          Robert Sternberg
          Captain II
          Forum|alt.badge.img+7

          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*.
            Terms & ConditionsAccessibility statement
            About Acumatica ERP system
            Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
            © 2008 — 2024  Acumatica, Inc. All rights reserved