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Edit or delete Transactions
In Cashmanager RURAL transactions are easy to edit or delete.
You will be able to edit any transaction that is not locked into a final GST report. For transactions that are in a final GST report that has also been filed with IRD, you will need to create reversal transactions rather than editing to make changes.
How to edit a transaction
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In the transaction screen locate the transaction you want to edit.
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Double click on the transaction, or right click and select Edit.
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Make the appropriate changes and then click on OK to save.
How to delete a transaction
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Select the transaction or the line of the transaction you want to delete.
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Right click.
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Select Delete or Delete Line depending on if you want to delete the whole transaction or just one line of it.
Related topics
How to correct a duplicate transaction
How to correct an incorrectly coded transaction
Split transactions
Reconciling your transactions
Prepare a GST report
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