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Edit or delete bank transfers and bank deposits

Created on  | Last modified on 

Summary

How to edit or delete a bank transfer or bank deposit in Sage Accounting.

Resolution

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. The delete button with appear greyed out in these instances. For more information read Reverse a bank transfer or cash deposit >

How this works

Bank transfers and bank deposits affect two bank accounts. When you edit or delete a bank transfer or bank deposit, we update the balance of both affected bank accounts.

 TIP: To help you find the bank transfer or bank deposit, filter the bank activity by transaction type and date.

  1. Select Filters.
  2. From the Type list, select Bank Transfer or Bank Deposit.
  3. Amend the From and To dates if required.

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.
  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 .



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