How do I correct a processed transaction?

  1. Once a transaction has been processed, you will not be able to edit it or delete it. To make corrections, you will need to reverse the transaction, and then re-post it.
  2. To do this, right-click on the problematic transaction, and look for an option to Credit the Invoice, or Reverse the Banking Transaction.
  3. Once credited/reversed, right-click on the transaction again, and look for a repeat/copy option. Enter the corrected details, and process the new transaction.