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

1. In the transaction screen locate the transaction you want to edit.

2. Double click on the transaction, or right click and select Edit.

3. Make the appropriate changes and then click on OK to save.

How to delete a transaction

1. Select the transaction or the line of the transaction you want to delete.

2. Right click.

3. 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