Undo bank feed transactions
Description
Cause
Resolution

Check draft transactions sent from your bank using the Draft tab. If you make a mistake, choose Undo from the Completed tab.

  1. From the Banking dropdown menu, select Completed transactions.
  2. Select View Completed Transactions for the relevant bank account.
  3. Find the transaction you want to undo.
  4. Select Undo.

Once you undo a transaction, it will return to the Draft transactions list.


You can’t use the Undo feature for transactions:

  • Included in a VAT Return - Correct transactions included on a VAT Return
  • Included in a CIS return
  • Dated after your lockdown date. Remove your lockdown date to undo these transactions
  • Edited after creating it, as it now differs from your bank statement
  • Older than four months
  • That you allocated after saving on account
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