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Undo bank feed transactions

Created on  | Last modified on 

Summary

Learn how to undo transactions you've created, matched, or transferred from your connected bank feed in Sage Accounting.

Description

Undo a completed transaction to return it to the Draft transactions list.

Resolution

  1. Go to Banking and select Completed transactions.
  2. Find the relevant bank account and select View Completed Transactions.
  3. Find the transaction you want to undo.
  4. Select Undo.

The transaction returns to the Draft transactions list, where you can review or update it. 

You can’t use the undo transactions that:

  • Are included in a VAT Return. See Correct transactions included on a VAT Return
  • Are included in a CIS return
  • Are dated after your lockdown date. Remove the lockdown date before you undo the transaction
  • Were edited after you created them and no longer match your bank statement
  • Are more than four months old
  • Were allocated after you saved them on account