Delete Finance Transaction feature for CRO Finance Teams !
Dear CRO Partners,
Another new tool is now available on IATI system to facilitate your finance & accounting operations.
Click CRO > finance > delete finance transaction to access the related page.
In case you may need to delete a manual finance transaction from the related accounts on system, you can simply use this page.
Firstly, the concerned user(s) who will perform this operation is required to be authorized by Office Master Users with the authority of DeleteFinanceTrnx.
Now let’s see how it is done by an example !
Let’s assume that you want to delete a manual finance transaction from a subagent’s account.
Step 1) Enter User and Receipt No.
Step 2) Click DELETE
It is done ! The transaction is has been deleted from both agency account and virtual credit account.
Please feel free to contact cro@iati.com for any other inquiry.
Thank you
