You can edit, delete, reverse, or unallocate transactions in Sage 50 Accounts. If you're unsure what you need to change, follow our article to correct an audit trail transaction.

TIP: You can also make corrections in the activity windows.

Delete or reverse a transaction

1. Go to Transactions, select the transaction to delete, then click Delete.
2. Select Yes on the Confirm message.

• If the transaction is VAT reconciled a message appears 'Do you wish to reverse this transaction?', select Yes.
  
• If the transaction is bank reconciled, a Confirm message, select Yes.  NOTE: When you re-enter the transaction, you must bank reconcile this new transaction. 

3. Depending on the status of the transaction, it's now deleted or reversed.

Can't delete a transaction?

You can't edit some transactions as automatic transactions, older journal entries, or VAT reconciled transactions. Instead, reverse and, if needed, repost them correctly. Find out more in our Why can't I delete or amend a transaction? article.

• Unallocate a transaction