Idea suggested by Richard Newstead 10 years ago
I make mistakes. I click things and regret it. Unfortunately Clearbooks does not seem to have an UNDO option most of the time. Sure, I can work around stuff but an undo facility (especially when reconciling imported bank statements, would be great.
ImplementedWe all make mistakes!!
But in Clearbooks you can delete a payment, which you've already matched to the wrong Invoice (or even supplier/customer) to an imported bank statement - Clearbooks then moves that invoice back to unpaid AND gives you the bank statement item back to reconcile to the correct item.
I think unseen to us users Clearbooks actually creates an audit trail, but hides these voided transactions from view as if they have been "deleted" as occasionally I have come across voided transactions when working in several screens at the same time.
Undo is available on explained bank transactions. This will revert all the actions (deallocate, unreconcile, and delete new transactions) as necessary and the transaction can be explained again as required. See this support guide for more information.
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