Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Additional Notes:
  • Deleted transactions can only be restored by restoring to a backup (BB52243).
  • Transactions can only be deleted through this process if they do not have a Post Status of Posted (have not been posted to the General Ledger). 
Steps to run the Globally delete transactions process:
 
  1. In Administration>select Globally delete transactions and click New.
  2. On the General Tab, In the Delete: drop-down menu select the transaction type to be deleted, such as Charges.
  3. In the For this range: field, select the appropriate date range of the transactions to be deleted.
  4. To create a query of records not included in the processing, mark the Create an exception query checkbox.
  5. To print a control report, mark the Print control report on checkbox and select a printer on which to print the report.
  6. On the Filters tab, select the appropriate records and/or Product & Billing Items. 
    For example, if you have a Charge query with the transactions to be deleted, in the Include column select Selected, mark the Query option, and click the binoculars to search and select the query.
  7. Click Preview Changes to review the list of transactions that will be delete and unmark the Delete checkbox for any transactions that should not be deleted.
  8. Click Delete Now, A confirmation screen appears:
    “You have selected to delete [Transaction type] transactions. Are you sure you want to continue?”
  9. To delete, click Yes.
  10. A confirmation message appears when the process is complete, click OK to return to the parameter.