An active bank pair with an unposted journal can offer Cancel pair proposal to its creator when current management access permits it. Use this when you prepared the wrong pair or no longer intend to proceed with that proposal.
- Open View pair and confirm the outgoing and incoming records.
- Check that the available action is Cancel pair proposal.
- Enter a specific Cancellation reason and submit, then refresh the pair list to confirm its state.
Cancellation depends on the current state
The action is not a general delete button for every pair. A posted pair uses reversal review instead, and a proposal created by another person may be read-only to you.
Explain whether you selected the wrong leg, identified a duplicate proposal, or discovered evidence that requires another accounting workflow. Keep the reason tied to the actual records. Do not create a replacement pair until you have confirmed the current proposal’s result and understand whether the recorded legs are available for the intended next action. Cancelling the accounting proposal does not reverse a real bank transfer or credit-card payment. The underlying bank movement must be handled separately if funds themselves need to be returned.
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