editing entries to my account
Question asked by Barry Mercer 1 month ago
I'm just trialing the clearbooks software and I put in an entry in my reciepts that was a typing error and uploaded it . How can I change it to the correct figure?
Question asked by Barry Mercer 1 month ago
I'm just trialing the clearbooks software and I put in an entry in my reciepts that was a typing error and uploaded it . How can I change it to the correct figure?
Hi Barry,
No problem, please see the Edit Income/ Expense section of:
How to manually record income & expenses
Tommy
I believe you have to “Void” the incorrect entry and retype it in. I don’t think you can edit an existing entry once it has been reconciled. I’m new to this too but haven’t found a way of editing just one section of the entry.
Hi Panos,
Thank you and that is correct.
Tommy
I don't have a void option and can't edit figures either. Please can you advise?
Never mind, now it's there. Hmm.
Hi Robert,
Could you please send us a message by clicking the ? at the top right > Send us a message, including a screenshot of what you're seeing please?
Tommy
Hi,
Thanks for the quick reply, but it seems to be working correctly now. I think it must have been a cache/refresh issue. It might be useful if you could also void entries from the opening list screen e.g. tick the box next to the entry reference no. in question and void it that way. It gives the initial impression it can't be done otherwise.
Hi Robert,
Thank you for the feedback, we will be looking to introduce an easier way to edit REC prefixed income in the near future.
Tommy