Change Date

Hi Sarah,

I think we will need a little more information in order to help. What kind of transaction are you trying to edit? Is this on an existing invoice or payment or is this a new transaction you are creating?

Do you know which screen you used to make this change on before the new navigation was implemented?

I look forward to hearing from you.

All the best.

Hi Sarah,

I have deleted your post as it contained private financial information which is not appropriate for a public forum like this one.

I did see from it that you are referring to items already in Clear Books on a bank statement, though, so I will put up some screenshots in a moment showing you how to edit the payment.

To edit the bank date, click on the item in the bank statement, click on the Edit button, change the date field as appropriate, then click Update.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/NjZyoJjfK2gLx9B/upload.png

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/RYk77C81bLlU8K0/upload.png

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/SRNuDGab5DBpMci/upload.png

I hope this helps.

All the best.

Thank you Richard.