Deleting Profiles or Reconciliations

You can delete one or more profiles or reconciliations in Account Reconciliation. For multiple deletes, a batch job runs in the background so that you can continue to perform tasks while the processing goes on. Once the job has run, you can use the Jobs card to see if there are any errors.

Note:

When deleting profiles that are associated with a Transaction Matching Format, all matched and unmatched Transaction Matching transactions associated with the profiles will be deleted as well. It is strongly recommended you take an environment backup prior to deleting the profiles.

Deleting Profiles

To delete profiles:

  1. From Applications, select Profiles to see a list of profiles.
  2. Highlight the profiles you want to delete, and then from Actions, select Delete.
    Profiles List Showing Delete Action
  3. A warning message displays, and then click OK in response to the message Are you sure you want to delete the selected objects?
  4. If you are deleting multiple profiles, a batch job will start to run and you can see the status of the processing that is running in the background.
    Status of Deleting Profiles Dialog

Deleting Reconciliations

To delete reconciliations:

  1. From Home, select Reconciliations to see the reconciliations list.
  2. Highlight the reconciliations you want to delete, and then from Actions, select Delete.
    Reconciliations List Showing Reconciliations to be Deleted
  3. A warning message displays, and then click OK in response to the message Are you sure you want to delete the selected objects?
  4. If you are deleting multiple reconciliations, a batch job will start to run and you can see the status of the processing that is running in the background.
    Status of Deleting Reconciliations Dialog