How do I remove a balance from my time bank?

In some situations, it may be necessary to remove an incorrectly entered balance from an employee's time bank. This article will show you the step-by-step process for removing an incorrectly entered balance from the time bank, providing more efficient and consistent control.

Step-by-step instructions for removing the balance:

1. Access the module

In the top menu of the Management website, click on Management and then select Time Bank.

2. Apply the necessary filters.

Filter by employee , select the desired employee, and click search .

Below, select the period you wish to view.

3. Open the "month's transactions" field.

Click on the collaborator's name that appears in the list, below the period.

• When you select a name, some information will appear below the list. Click on " Month's transactions" to open it.

4. Clear the balance

• In the "Monthly Transactions" field, view all time bank balances for the filtered period.

Manually entered transactions will be identified as "Manually added transaction" or "Manually added partial payment" in the type , depending on the method used.

• Click on the desired transaction line to open the options menu.

Select the delete to remove the balance.

⚠️ Warning : The balance can only be removed if the sheet on which it is entered is unlocked. If the sheet is locked, it will be necessary to unlock it before deleting the balance.

Removing a balance entered in the time bank is a practical way to correct incorrect or unnecessary entries, ensuring that the employee's time record is always up-to-date and accurate. After following the process to delete the transaction, the balance will be adjusted as needed, maintaining proper control of the time bank.

If you need further support, contact our team via WhatsApp . We're ready to help!

Updated on: August 8, 2025