Delete imported transactions

ⓘ This article is for all users of Sumday 

Deleting an import

To delete imported transactions: 

  • From the lefthand menu in Sumday, click Assessments
  • Click into the assessment you are deleting an import from
  • Click Transactions > Overview
  • On the import you are deleting, click the Bin icon on the far right 
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Deleting a locked import

If there is a Lock icon on an import, that means the import contains transactions that have been reconciled in the assessment. 

Transaction imports cannot be deleted until all transactions have been unreconciled in the Carbon Ledger and unassigned from any activity data worksheets in the Accounting screen. You will need to un-reconcile these transactions first before the Bin icon will appear for you to delete the import.

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