Undo bank feed transactions
Description

We’ve introduced some new features to bank feeds.

You can now undo transactions you’ve created, matched, transferred or deleted from your connected bank feed. This helps save you time processing. 

Cause
Resolution

Check draft transactions sent from your bank using the Draft tab. If you make a mistake, choose Undo from the Completed tab.

  1. From Banking, open the relevant bank feed.
  2. Select the Completed tab.
  3. Find the transaction you want to undo.
  4. To the right-hand side of the transaction, select Undo.

Once you undo a transaction, it will return to the Draft list.


You can’t use the undo feature for transactions:

  • Included in a VAT Return - Correct transactions included on a VAT Return
  • Included in a CIS return
  • Dated after your lockdown date. Remove your lockdown date to undo these transactions
  • Edited after creating it, as it now differs from your bank statement
  • Older than four months
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