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Undo a posted bank transaction

Remove an incorrect bank-feed posting from balances and return the transaction to review.

Use Undo when a bank transaction was posted incorrectly. The posting is removed from balances, and the bank row returns to Ready.

Undo The Posting

  1. Open the company and select Bank Feeds.
  2. Select Posted.
  3. Find the transaction and click the row.
  4. Click Undo.

A posted bank transaction expanded to show the Undo button

  1. Read the confirmation and click OK.

The row returns to Ready with its coding still filled in. Correct the coding, then post it again when it is right.

The bank transaction returned to Ready after Undo

If Undo is blocked, create a support ticket with the company, account, transaction date, and amount. Do not create a separate offsetting entry.

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