Edit transactions
Description
Cause
Resolution

Before you begin

You can edit both Draft and Completed transactions. 

TIP:

If you're in the process of creating a new transaction, you can use the Edit button in the side-bar. 

Edit a transaction

  1. Go to Sole Trader.
  2. From Transactions, select Draft or Completed.
  3. Select Actions on the transaction you want to amend.

    TIP:

    You can use the Date filters to help you sort your transactions.

  4. Select Edit.
  5. Change your transaction.

    NOTE:

    To undo a split transaction, delete the transaction and re-enter it.

     
  6. Select Save changes.
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