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How to Delete a Bank Statement Request

How to manage the deletion of requests in CashDeck.

Dale Stephens avatar
Written by Dale Stephens
Updated this week

Automatically Delete Completed Requests

You can enable automatic deletion of completed requests through your account settings:

  1. Go to Your Account > Settings > Credit Ready.

  2. Enable the Auto-delete Completed Requests option.

  3. Set how many days after archiving a request should be deleted (minimum: 31 days, maximum: 180 days).

This is especially helpful if you're integrating with platforms like Salestrekker or BrokerEngine, to prevent storing duplicate files across systems.

⚠️ Deletions occur around 2:00 a.m. daily and are calculated based on the archive date.


You can unarchive a request anytime to cancel the scheduled deletion.

Once a completed request is archived, it will be automatically deleted after the set number of days.

How to Delete a Pending Request, Immediately

  • If a pending request has never been completed before, it will show a Delete button.

  • If the request was completed previously, the Delete button will not appear. Instead, click Re-confirm to move it back to your Completed list, then delete it from there.

How to Delete a Completed Request, Immediately

⚠️ Deleting a completed request is permanent and cannot be undone.

To delete a completed request:

  1. First, archive the request.

  2. Click Show Archive to view all archived requests.

  3. The Delete option will be available.

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