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. Find the transaction you want to undo.
  3. To the right-hand side of the transaction, 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
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