Edit a bank transfer
Description

Follow these steps if you need to edit a bank transfer that doesn't involve foreign currencies. If the transfer includes a currency that isn't your base currency, you can post or reverse it using our alternative article.

Cause
Resolution

Edit the bank transfer

  1. Go to Transactions.
  2. Select one of the transfer journals to edit.
  3. Select Edit then amend the details as required.
  4. Press Save then Close.

Can't edit the bank transfer?

You can reverse or delete the transfer.

 

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