Editing transactions

Editing transactions

You can edit an individual transaction both before and after assigning the transaction at any time, you can also reassign the business source or category in bulk for assigned transactions.


Individual transactions


For manually added transactions you can edit all of the transaction details and completely delete the transactions, for transactions originating from a bank feed you are unable to edit any of the original transaction details such as the date and amount.


To edit a transaction

  • Navigate to the Record Keeping section

  • Find the transaction you wish to edit in the assigned or unassigned transaction list

  • Select the 3 dots and edit

  • You should now edit the details you need to change

  • Select update transaction to secure the changes





Changing Business Source & Category in bulk

If transactions have wrongly been assigned or you need to change the business source or category to a number of transactions to the same category you can do this in bulk


To change the business source or category

  • Navigate to the Record Keeping section

  • Select Edit transactions at the bottom of the page

  • Check the box of the transactions you wish to change

  • Select the Business source and category you wish to change them to

  • Select apply to secure the changes





Adding receipts & supporting documents

Documents, invoices and receipts can be added to individual transactions either at the point of adding a manual transaction or at any other point in the future.


To add receipts & invoices


New manually added transactions

  • Navigate to the Record Keeping section

  • Select Add transactions manually

  • Fill out the details of the transaction

  • Drag and drop or browse files to add the receipt or invoice required

  • Select Add transaction to create the transaction


Existing transactions

  • Navigate to the Record Keeping section

  • Find the transaction you wish to edit in the assigned or unassigned transaction list

  • Select the 3 dots and edit

  • Drag and drop or browse files to add the receipt or invoice required

  • Select update transaction to secure the changes


Top tip 

You can take photos of receipts & invoices and upload directly to the transaction on mobile devices






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