How to edit/undo a matched transaction

What to do if you want to edit/undo a matched transaction
Written by Johann Oberholzer
Updated 2 years ago

How to video:

Step by step walkthrough:

  1. Click on "Your Balance" in the Dashboard and select "Sole Balance"
  2. Identify the transaction you want to edit/undo
  3. Swipe left
  4. Select "Undo" to move the transaction back to your Bank Balance



    Select "Edit" to update transaction details
    To change Supplier/Client details, you need to "Undo" before you can "Edit"
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