Forum Message

Reversing a transaction

How to reverse a transaction (correct /delete) when an error is made?


Posted by Anthony Junaid on May 11, 2011 4:37 PM BST

Hi Anthony,

If the transaction has not been used in an 'external' report (such as a tax return or customer statement) you can delete it by right-clicking in the Transactions list and clicking 'Delete'.

Otherwise you will need to manually create a reversing transaction. For example, create a credit note to reverse an invoice. To reverse a General Transaction create a copy of the transaction and swap the 'From' and To' accounts.

Regards,


Posted by Mark McLaren (Solar Accounts) on May 12, 2011 10:04 AM BST