NOTE: You can't delete individual items that are part of a grouped transaction.

1. On the navigation bar click Transactions, click the transaction you want to correct then click Edit.
2. Under Item Line Details, click the item line you want to amend then click Edit.
   
   Find out more about the effect of corrections >
   
   The following information appears:
   

   N/C	The nominal code for the item line appears here.  From the drop-down list you can choose a different nominal code.
   Details	You can enter the details for the item line here.
   Date	The date the transaction was posted appears.
   Department	The department for the item line.  From the drop-down list choose the required department.
   Fund	If you use charities the fund reference appears here.  From the drop-down list, choose the required fund.
   Ex Ref	You can enter or amend the additional reference here.
   Project Ref	The project reference for the item line.  From the drop-down list, choose the required project.
   Net	The net amount of the item line.  If the transaction is part of a batch to see the full net value click Close.
   Tax	The tax amount of the item line. If the transaction is part of a batch to see the full tax value click Close.
   T/C	The tax code used for the transaction. If you change the tax code, the Net and Tax boxes do not update automatically.
   Paid	The amount of the item line which is allocated and not outstanding.
   Paid in full	Selected if there is nothing outstanding on the item line and it is fully paid or allocated.
   Disputed	Selected if the item line has been marked as a disputed item.
   Payment Allocations	The payments or receipts made against the transaction.

3. To amend or view the details on the payment allocation, under Payment Allocations click the required line then click Edit.
   
   

   TIP: If nothing is allocated, the Edit or View option is not available.

   The following information appears:

   Number	The transaction number of the item line. This is for information only and can't be changed.
   Details	The amount allocated and allocated transaction type and number. This is for information only and can't be changed.
   Payment Ref.	The reference on the item line. You can change this if required.
   Date	The date of the allocation. This is for information only and can't be changed.
   Amount	The amount of the allocation. This is for information only and can't be changed.

4. Click Close, click Close, click Save then click Yes.

TIP: Find out more about correcting transactions >