Product update: Editing manually recorded income and expenses

News posted by Pete Jones 2 weeks ago

Manually entered income and expenses can now be edited.

Use the Edit option from the Manage menu when viewing lists of income or expenditure.

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Or use the Edit button when viewing an individual income or expenditure record.

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Any of the information on the income or expense record can be edited.

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Note: Income and expense records created from or linked to bank feed/import transactions, or manually marked as reconciled, cannot be edited. This is to ensure the Clear Books bank records continue to match your actual bank transactions. If these transactions need to be edited, use the "Undo" icon on the bank feed/import and explain the transaction again.

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