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How to delete a transaction in Poster

Delete a transaction if it was created by mistake or is no longer needed for financial records.

You can delete transactions in the management console from two sections:

  • Finances → Transactions
  • Finances → Cash shifts

If the transaction was created on the POS or added directly to a cash shift, delete it in Finances → Cash shifts:

  1. Open Finances → Cash shifts in the management console.
  2. Open the shift where you want to delete the transaction.
  3. Click ✕ next to the transaction.
  4. Confirm deletion.

A deleted transaction no longer affects the balance, but it remains visible in the shift history crossed out with information about who deleted it. This helps track actions within the cash shift.

If the transaction was created outside a cash shift, delete it in Finances → Transactions:

  1. Open Finances → Transactions in the management console.
  2. Click ··· next to the required transaction and select Delete.
  3. Confirm deletion.

☝️ Deleted transactions cannot be restored. If you removed one by mistake, create a new transaction manually.

If you work with a large number of transactions, use Postie AI. This AI-powered app helps you quickly import bank statements instead of entering transactions manually.

Review transactions regularly and keep your finances under control to maintain accurate accounting records.