---
title: "Delete a Transaction"
slug: "delete-a-transaction"
description: "Delete a transaction in R365: requirements (open period, no applied payments, unapproved), steps, and how to unapply AP payments or credit memos."
updated: 2025-07-03T15:34:27Z
published: 2025-07-03T15:34:27Z
canonical: "docs.restaurant365.com/delete-a-transaction"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Delete a Transaction

Transactions are deleted from their transaction record. In order to delete a transaction, the following conditions must be met:

- The transaction is part of an open fiscal period.
- The transaction has no applied AP payments or credit memos.
- The transaction is unapproved.

---

## Deletion Procedure

To delete a transaction, follow these steps:

1. In the **Accounting** application, under **Transactions**, click **All Transactions**.
2. Use the **search and/or filter** options in the column headings to locate the transaction.
3. **Double-click the associated row** to open the record.
4. On the record page, hover over the **Action** menu and select **Delete**.
5. On the confirmation pane, select **Yes**.

---

## Unapprove Procedure

If the delete option is absent from the **Action** menu, the transaction is likely approved.

To access the delete option, unapprove the transaction by hovering over the **Unapprove** menu and selecting **Unapprove**.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/delete-a-transaction-image-ihojg4nm.png)

If the unapprove option is absent from the top ribbon, the transaction may be part of a closed fiscal period. For additional considerations, see the "[Fiscal Period Status](/doc/docs/delete-a-transaction#fiscal-period-status)" section below.

---

## Unapply Procedure

A transactions cannot be unapproved it AP payments or AP credit memos have been applied to it.

On the transaction record, click the **Apply** tab, and examine the **Apply** column:

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P234U832.png)

Un-check any checked rows and then hover over the **Save** menu and select **Save**.

---

## Fiscal Period Status

In order to unapply applied AP payments or credit memos, or unapprove a transaction, it must be part of an open fiscal period. Refer to [Determine if a Transaction is in a Closed Fiscal Period](/doc/docs/deterime-if-a-transaction-is-in-a-closed-fiscal-period) for more information.

For information in opening a closed fiscal period, see [Reopen a Closed Fiscal Year](/doc/docs/reopen-a-closed-fiscal-year-1)