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ArticlesAC: Bank Statement Stuck in "In Progress" Status and Can't Be Deleted

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AC: Bank Statement Stuck in "In Progress" Status and Can't Be Deleted

A bank statement may become stuck in an "In Progress" status and cannot be deleted after its associated bank reconciliation is removed. This is a known issue. To resolve this, one option is to reconcile the bank statement again and then delete the new reconciliation, which should revert the status to "Imported". Alternatively, a support case may be opened to have the status manually changed from "In Progress" to "Imported", after which the bank statement can be deleted.

  • May 23, 2025
  • Knowledge

Title
AC: Bank Statement Stuck in "In Progress" Status and Can't Be Deleted
URL Name
AC-Bank-Statement-Stuck-in-In-Progress-Status-and-Can-t-Be-Deleted

Release Version
All Versions
Symptoms
  • User can't delete the Bank Statement after deleting the Bank Reconciliation associated with it
  • The Bank Statement stays in "In Progress" status while all the Bank Statement Line Items are changed to "Imported" status
Resolution

    Resolution Option 1:

    1. Delete the Bank Reconciliation associated with the Bank Statement
    2. Reconcile the Bank Statement again
    3. Open the Reconciliation and delete it
    4. The status should change back to "Imported"

    Resolution Option 2:

    1. Open a case with Certinia Support to change the Bank Statement status from "In Progress" to "Imported"
    2. After the status change, delete the Bank Statement
    Cause

    Issue is caused by a known issue

    Additional Notes
    Professional Services CloudCustomer Success CloudFinancial Management Cloud
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    Knowledge:AC: Bank Statement Stuck in "In Progress" Status and Can't Be Deleted