Making changes to processed transactions

Owned by Martine Mulderij (Unlicensed)
Last updated: Jul 15, 2021 by Leonè Friis (Unlicensed)
1 min read

To make changes to transactions created by the bank statement, the recommended process is to first delete the transaction from the bank statement, then process again.

Users may find that you cannot make changes from the bank statement directly - processed lines are disabled.

Steps to change a transaction:

  1. Go to the bank statement in view mode (Transactions>Bank Reconciliation>Bank Statement List, click View for the bank statement
  2. Go to the line you wish to change. Click Edit on the line (most left field)
  3. Click Delete Payment Transactions and click OK on the alert
  4. After the payment is deleted you are redirected to the bank statement. Now you can process the line again.