Home Account reconciliation How do I delete a reconciliation?

How do I delete a reconciliation?

Last updated on Oct 16, 2026

Short Answer: Open the three-dot menu either on the reconciliation row or next to 'Download' and select 'Delete reconciliation' or 'Delete' if shown to start deletion.

PreRequisites

  1. Be signed in.

  2. Permission to delete reconciliations role-gated.

Steps

  1. On the Account reconciliations list find the reconciliation row and click the three-dot menu in the Action column.
    A small menu appears near the row with deletion option.

  2. Alternatively open the top-right three-dot menu near 'Download' and select 'Delete reconciliation'.
    The delete action is triggered. You may be prompted to confirm depending on your environment.

Troubleshooting

  1. I do not see any delete option in the menus.
    LikelyCause: You do not have sufficient permissions to delete reconciliations.
    Action: Ask your admin to grant delete permissions or to delete the reconciliation on your behalf.

  2. Delete was selected but reconciliation still appears in the list.
    LikelyCause: Client or server-side delay, or deletion requires confirmation not shown here.
    Action: Refresh the page and confirm with your administrator whether deletion succeeded.

Note: Menu labels shown include 'Delete reconciliation' top menu and 'Delete' row menu. Deleting a reconciliation is a destructive action; confirm before proceeding.