Undo - I make mistakes

Idea suggested by Richard Newstead 7 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.

1 Reply

We 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.

Reply to this idea

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are