How do I unlink a saved statement reference in agentOS?
If a bank statement entry has been linked as a Repeat Payment in error, you can cancel the saved reference from the Standing Order References section on the person's account via Actions > Cancel.
When a bank statement entry is linked as a Repeat Person Electronic Payment, agentOS saves the payment reference and automatically pre-links any future statement entries with the same reference to that person. This is useful for regular recurring payments such as tenant rent, but if the link was set up incorrectly or needs to be removed, it can be cancelled.
Finding the saved reference
Open the relevant person's record — for example, the tenant the reference is currently linked to. In the left-hand menu under Accounts, select Standing Order References. Any saved references will be listed here, showing the date created, the target person, the bank account, and the reference text.
Cancelling the reference
Against the reference you wish to remove, click the three-dot menu and select Actions > Cancel. The reference will then appear in the list as a Cancelled Standing Order, confirming it has been deactivated.
Important: Cancelling a reference only prevents future automatic linking. It does not undo or reverse any payments that have already been reconciled and posted. If previously posted amounts need to be corrected, contact support@agentos.com.