How do I correct the autofilling of incorrect information?

Question asked by Rebecca Patterson 10 months ago

Hi. Somehow we have accidentally made it so that the wrong information is in the 'To' field when we go to explain something as a personal transaction. It is auto-filling this information with no obvious option for changing it.

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In the 'to' field, 'CC Cleaning Services Ltd' is incorrect. How do I change it?

Thanks, I'd really appreciate your help. Best wishes, Rebecca.

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1 Reply

Hi Rebecca,

I have taken a look, it appears you have accidentally edited the Personal Transactions contact.

In this case, if you head into the imported statement, click on the Transaction tab and select Cc Cleaning Services Ltd, you must click Edit and rename this back to Personal Transactions.

Tommy

Best answer
10 months ago

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