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Edit transactions

Created on  | Last modified on 

Summary

How to edit your draft or completed transactions in Sage Sole Trader.

Resolution

Watch our video:

Before you begin

You can edit both Draft and Completed transactions. You can't move a Completed transaction back to a Draft transaction. 

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. From Transactions, select Draft or Completed.
  2. Select Actions on the transaction you want to amend.

    TIP:

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

  3. Select Edit and change your transaction.

    NOTE:

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

     
  4. Select Save changes.