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Bank transaction allocated to the wrong account

  • April 25, 2024
  • 2 replies
  • 66 views

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Morning All,

 

This transaction was allocated to the wrong account. How do I rectify it to be allocated to the correct account.

 

Best answer by Laura03

Hello,

Cash Transactions may be reversed using Reverse button at the top of your screen, and then re-entered to the correct account.

You may also correct the entry in Finance → Journal Transactions with debit and credit entries to move from the ‘wrong’ account and into the correct account.

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • April 25, 2024

Hello,

Cash Transactions may be reversed using Reverse button at the top of your screen, and then re-entered to the correct account.

You may also correct the entry in Finance → Journal Transactions with debit and credit entries to move from the ‘wrong’ account and into the correct account.

Laura


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  • Author
  • Jr Varsity III
  • April 25, 2024

thank you Laura