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- Admins and Accounting
- Transaction Manager
Delete Template
To delete a transaction importing Template, go to Transaction Manager module from the top of your ExpensePointâ„¢ app.
The workspace will display the list of available Templates for your financial institutions. Click on the Template you need to delete.
Then click on the Delete option from the left side navigation menu.
A confirmation message will popup asking you to confirm deletion by typing the word in the input box.
Then click Yes to confirm, or No to cancel.
Watch the video below about Deleting a Transactions Template.