Edit money in transactions

Summary

How to edit money in transactions in Accounting Start.

Resolution

What you need to know

If you imported the transaction from a bank feed or bank statement, it may no longer match your real bank account once edited.

If you've included the Money In transaction on a bank reconciliation you can still edit it.

Read more about Editing reconciled transactions >

If you've included the Money In transaction on a submitted VAT Return you won't be able to edit it. You'll need to reverse the transaction instead.

Read more about Correcting transactions included on a VAT Return >

You can't edit money in transactions that have paid an invoice. Instead, you must delete the transaction and repost it correctly.

Edit money in

  1. From Banking, open the relevant bank account.
  2. From the Activity tab, open the transaction to edit.
  3. Change the details as required and Save your changes.

Edit a recurring money in transaction

Edit the most recent transaction. Identify this by the recurring symbol .

  1. From Banking, open the bank account used for the original receipt.
  2. From the Activity tab, open the most recent transaction.
  3. Edit the receipt and select Save.

The next transaction has updated details on the next repeat date. Previous recurring receipts remain the same.

Related Solutions

Solution Properties

Solution ID
222001000100067
Last Modified Date
Tue Jan 23 05:12:23 UTC 2024
Views
0