Cloning or Permanently Deleting a Deleted Transaction

In addition to restoration, the Recycle Bin provides two further options: cloning the transaction as a new active transaction, or permanently deleting it without waiting for the retention period to expire.

Cloning a Deleted Transaction

1. Navigate to the desired transaction list (e.g., “Sales” → “Manage Invoices”, or “Purchases” → “Purchase Invoices”).
2. From the transaction list, click the “Recycle Bin” icon.
3. From the Recycle Bin, click “Clone” from the transaction’s actions or its view screen.
4. Cloning works the same as cloning any regular transaction — a new active transaction is created with a new sequential number and is not placed in the Recycle Bin.

• Cloning is the available solution for transactions that fall within a closed financial period and cannot be restored.
• Cloning requires the “Add” permission for the transaction type in addition to the manage deleted transactions permission.
• Cloning is available for one transaction at a time and is not available as a bulk action.

Permanently Deleting a Transaction

1. Navigate to the desired transaction list (e.g., “Sales” → “Manage Invoices”, or “Purchases” → “Purchase Invoices”).
2. From the transaction list, click the “Recycle Bin” icon.
3. From the Recycle Bin, click “Permanently Delete” from the transaction’s actions or its view screen.
4. A confirmation message appears: “Are you sure you want to permanently delete [entity]? This action cannot be undone.”
5. After confirmation the message appears: “[Entity] permanently deleted successfully.”

• Permanent deletion cannot be undone — the transaction is completely removed, consistent with the previous deletion behavior.
• The system supports bulk permanent deletion by selecting multiple transactions, with the confirmation message: “Are you sure you want to permanently delete [N] items? This action cannot be undone.”
• Permanent deletion actions are recorded in the activity log.