Edit or delete bank transfers and bank deposits
Description

When you edit or delete a bank transfer or bank deposit, we update the balance of both affected bank accounts.

If you've reconciled the bank transfer or bank deposit in either bank account, you can't edit or delete it. You must reverse the transaction instead. Reverse a bank transfer or cash deposit.

Cause
Resolution

Edit a bank transfer or bank deposit

  1. From Banking, open either of the bank accounts used for the transfer.
  2. From the Activity tab, open the bank transfer you want to edit.
     TIP: To help you find the bank transfer or bank deposit, filter the bank activity by transaction type and date. 
  3. Amend the transaction details as required, and Save.

Delete a bank transfer or bank deposit

When you delete a bank transfer or bank deposit, both bank accounts and the bank balances adjust accordingly.

  1. From Banking, select the account used for the transfer.
  2. Locate the relevant bank transfer in the list of Activity.
  3. Select the check box next to the transaction you want to delete, and choose the delete button trash can icon.
Steps to duplicate
Related Solutions