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Cancel transactions

With the Infront Portfolio Manager you can also cancel a single order. Proceed as follows, for example:

  1. Open the workspace of the holder, portfolio or custody account and switch to the "Transactions", "Entry" worksheet.
  2. In the transaction list, select the line with the transaction to be canceled.

There are now several ways to cancel the selected transaction:

  • Select the CANCEL command in the context menu of the selected line.
  • Or select the "Cancel" icon.

The transaction is canceled.

If you cancel a transaction that in turn resulted in other transactions (a so-called original transaction), all these resulting postings are also canceled, for example:

Cancellation "original transaction"

Cancellation "resulting booking"

Cancellation fixed-term deposit

Cancellation of fixed deposit interest and liquidation

Cancellation of borrowing

Cancellation of loan interest and loan repayment

Inflows and outflows from foreign exchange and forward exchange transactions also only make sense together: If one is canceled, the other is also canceled.

The alternatives described here for canceling transactions ("Cancel" icon and context menu) are also available in the open "Transaction list" report. You can also cancel transactions via the context menus of other reports, such as Protokoll or Ertragsaufstellung .

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