Unable to remove Credit Memo

Flopbot

Hi,

I have a transaction stuck in Pending that I can't find a way to delete. I'm not sure how it got there or how to troubleshoot it.

In a manual account, I have this…

When I click the three dots beside the $250.00, nothing happens.

The only possibly related thing I could find was this "Credit" in the Clients & Projects module…

When I click the three dots here, nothing happens.

I don't find anything related under the Invoices Module which leads me to believe that this manual account was a testing thing I did early on and have since forgotten about.

Where should I begin?

Coach Jon

Hello @Flopbot,

Thanks for reaching out! It looks like this is a Credit Memo. When creating a Credit Memo on my side, it also creates a corresponding transaction within the register. If you delete the Credit memo, does it delete the transaction you are trying to remove as well? Let us know!

-Coach Jon

Flopbot

@Coach Jon ,

When I go to Clients & Projects and click on the three dots, nothing happens. The box's color changes slightly like it's been selected, but then the color goes away and nothing happens. The screen stays the same as before I clicked the three dots. No new window opens up.

Coach Jon

Hello @Flopbot,

If the pop-up box isn't appearing, this may be an issue specific to your dataset, or maybe even your browser. Can you try from a different web browser/incognito mode to verify?

-Coach Jon

Flopbot

@Coach Jon ,

The same thing happens on a Windows laptop on both Chrome and on Edge (in private mode). I'll try on a Mac in awhile.

Coach Jon

Thank you @Flopbot,

When you can, please send logs to us as well so we can further investigate this issue.

1. Log in to the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Jon