Fairways Debt enables you to delete transactions, e.g. when you have created them by mistake.
Notes:
- You can only delete draft and simulated transactions. To delete an actual transaction, move it to the draft portfolio.
- Some actions can only be performed on a transaction if the underlying transactions are in the relevant stage. As an example, the option to delete a cash facility in the draft portfolio is not displayed if this cash facility includes drawing or repayment transactions in the actual portfolio.
Navigate to the Debt & Derivatives Application
- Log in to your Fairways Debt account.
- Select a customer account.
- Navigate to Applications > Debt & Derivatives.
Delete a Transaction
- Navigate to Draft or Simulated.
Notes:
- You can only delete draft and simulated transactions. To delete an actual transaction, move it to the draft portfolio.
- Some actions can only be performed on a transaction if the underlying transactions are in the relevant status. As an example, the option to delete a cash facility in the draft portfolio is not displayed if this cash facility includes drawing or repayment transactions in the actual portfolio.
- Click to open the transaction to delete.
- Click Actions
> Edit Transaction.
- Click Delete Transaction.
- Click Delete Transaction.
The transaction is deleted.
