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Delete Template

How to Delete a Transaction Importing Template

  1. Open the Transaction Manager
    From the top menu, navigate to the Transaction Manager module.
    Transaction Manager module at the top of the ExpensePoint screen
  2. Select the Template to Delete
    The workspace will display a list of available Templates for your financial institutions. Click the Template you wish to delete.
    Transaction Templates list
  3. Click the Delete Option
    From the left-side navigation menu, select Delete.
    Delete menu option from the Template navigation menu
  4. Confirm Deletion
    A confirmation message will appear asking you to confirm deletion by typing the required word in the input box.
    Confirmation request prompting you to type "DELETE" to continue with the deletion
  5. Finalize or Cancel
    Click Yes to confirm the deletion, or No to cancel the action.

 

 

How to View Deleted Templates

  1. Open the Transaction Manager
    From the top menu, navigate to the Transaction Manager module.
    Transaction Manager module at the top of the ExpensePoint screen
  2. Click the Show Deleted Templates Option
    From the left-side navigation menu, select Show Deleted Templates.
    Show Deleted Templates menu option in the Template navigation menu
  3. View Deleted Templates
    The workspace will display a list of all the templates with the deleted templates greyed out.
    Transaction Templates list now displaying greyed out templates

 

 

 

Watch the video below for a step-by-step visual guide on Deleting a Transactions Template.