Take a free trial of Clear Books Or take a look at our new product Clear Books Micro

wrong bank account chosen during bill payment import

Question asked by Enoch Daniels 4 years ago

Hi, I imported some bills and also imported bill payments but when I was importing the bill payments i chose the wrong bank account. Can i undo the bill payment? or can i do a bulk edit to change the affected bank accounts? i will greatly appreciate help on this. Thank in advance

3 Replies

Thanks for the feedback, Enoch. I will make sure that our Product Team see your suggestion and they may well consider it for future improvements.

Sorry to sound blunt but nope and nope.

Did you make a back-up before the import? If so, you could restore.

If not i'm afraid you'll need to go into each payment and edit the bank a/c.

A bit of a git eh?! I recently imported a 350 line statement into the wrong back a/c and with over 200 lines already explained I can most certainly feel your pain!

Thanks for the reply. I think the development team should modify the bill payment page such that an account is not suggested to the user by clearbooks. In doing so a user will have no option than to select a bank account before proceeding to import. I understand if i was a bit more careful i would have seen that a wrong account has been suggested to me by the system but i think making the system more user friendly will help a great deal.

Thanks for the feedback, Enoch. I will make sure that our Product Team see your suggestion and they may well consider it for future improvements.

Reply to this question

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