Banking Integration: How to delete / amend an uploaded file

Once you upload a file (and is "awaiting authorisation") you cannot delete/amend it until the status changes.

Note

You may only delete a transaction linked to an upload file if it is in a completed state by or removed from an upload batch. You cannot edit / remove transactions from an upload batch if it is "Awaiting authorisation".

To delete the file from internet banking and update the file status

1. Logon to internet banking
2. Delete the uploaded file on the banking platform
3. Use the Insol 6 software to "Check the File Status"
   
   The file status will be updated as follows
   
   
   
   
4. Delete/Amend the transaction
   
   You may now delete / amend the transaction,