Amending Entries

Question asked by Ian Bond 5 months ago

Can I please ask how do I amend an incorrectly posted Income or Expenses item?

3 Replies

Hi Ian,

To do so, you must head to the Dashboard > Click on Income or Expenses. Then, click on the invoice number prefixed INV or expense number prefixed PUR and click Edit.

Thanks,

Tommy

Thank you Tommy. I've got it now. It's unclear from the Dashboard design that the Section Headings can themselves be selected. New users are automatically drawn to the big blue boxes at the bottom, which just want you to add new entries. Can I humbly suggest that the Section Headings themselves should also be enclosed within blue boxes, to make this selection choice more obvious, particularly for brand new users.

Kind Regards

Ian

Hi Ian,

No problem and thank you for your feedback, I have passed this onto our Product team for review.

Tommy

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