Removing draft interface transactions

Transactions can be removed from the Draft Interface Records tab. The records are moved to the Uncapitalized Transactions tab. When removing transaction lines from a draft interface, there is an option to put the transactions on hold. The transaction lines are added the next time that the draft interface action is run unless it is on hold.

  1. Select Conversion And Interfaces > Project Interface Control.
  2. Open the project interface control record and click the Draft Interface Records tab.
  3. Select Actions > Remove Transaction.
  4. Select the Place On Hold check box to place the transaction on hold.
    If the transactions are placed on hold, they are not added the next time that the draft Interface records action is executed. An action to remove the hold must be executed to release the transactions for draft interface. If the transactions are not placed on hold, then they are automatically added the next time that the draft interface records action is run.
  5. Click Submit.