You can edit transactions in Sage 50 Accounts if you've made a mistake.

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

Edit a transaction

1. Go to Transactions, select the transaction to amend, then select Edit.
2. Edit the transaction details as required.
3. To edit the item line details, in Item Line Details, double-click the item to edit.
4. Make your changes then click Close.
5. To edit a payment allocation reference, in Payment Allocations, double-click the required line then amend the Payment Ref.
6. Click Close then Close again.
7. Click Save.

TIP: Find out what happens to a transaction when you correct it in our How will this affect my data? article.

Can't edit a transaction?

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

• Unallocate a transaction