How to delete a transaction?

CAUTION: When you delete a transaction, the information is permanently removed from the database. Once a transaction is deleted, it cannot be recovered. The event journal is updated to reflect the deletion, including the username, date, and time.

To delete a transaction from a Trust Account Register:

Click on the Trust Accounts drop-down in the left panel of The Mortgage Office®.
From the list that drops down, select the Trust Account drop-down for the account you want to delete a transaction from.
- Click All to open the Register.
From the Register tab, select the transaction you want to delete.

TIP: If the record you want to delete is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up, or down or use pagination from the bottom of the grid, or search for the transaction by entering your own search criteria in the Find box. For additional information, see How to use Find and How to use data grid.

Click the delete button on the top panel.
Click "Yes" to confirm.
In the Confirm Delete dialog window, type the word "DELETE" and click OK or click "Cancel" to abort.

How to delete a transaction?

This article discusses how to delete a transaction from a Trust Account Register.

To delete a transaction from a Trust Account Register: