How Can I Delete A Transaction?

How Can I Delete A Transaction?


  • Login to your workspace
  • On the left pane, click on "Transactions > All Transactions"
  • Search for a transaction (more details)
  • Click on the transaction row
  • Click on "Delete"
  • The transaction will be deleted

Impact on Credits
When you delete a transaction, corresponding credits (from plan calculations) are deleted. However, this has no impact on rewards, which therefore may need to be re-calculated.

    • Related Articles

    • What Happens When I Delete A Transaction From A Connected System?

      Applicability This article applies to the following situation: You have configured a connection from a connected system such as SalesForce, Dynamics CRM, HubSpot, QuickBooks, Stripe, Xero, FTP, etc. You configured automated (recurring) imports of ...
    • How Can I Delete A Saved Query?

      Here are the steps to delete a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Load the query you want to delete (more details) Click on the menu dropdown at the top right (next to "Save Query") ...
    • Who Can Import, Edit, Or Delete Transactions?

      Only full admins can import, update, or delete transactions. Limited admins cannot import, update, or delete transactions. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, ...
    • How Can I Bulk-Delete Transactions?

      Here are the steps to bulk-delete transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions This searches all mapped fields For advanced searches (recommended for deletions) Click on ...
    • What Happens When I Delete A Calculation?

      When you delete a calculation, the following happens: Associated released credits are deleted (they disappear from user personal incentive dashboards) Associated released rewards are deleted (they disappear from user personal incentive dashboards) ...