SageOne help

Bank import transaction posted incorrectly, need to correct

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Hi all,

Having problems with trying to correct some bank transactions made in SageOne. Waiting in webchat support for 45 minutes now and I've given up trying to search through their help topics.

Bank transactions have been imported from a CSV file and then matched against invoices or posted as other receipts etc. Just as an example of where I'm stuck, one receipt has been marked as an "other receipt" so is being recognised as sales income but should have actually been matched off against a sales invoice instead. The transaction has been reconciled so I don't seem to be able to even delete it. I could just do an opposite entry and then put in another entry that's correct, but is there any way for me just to correct the original entry instead?

Also, is there anyway to move a bank feed transaction that has been matched back to the bank feed and undo what has been done? Seems the only way to correct is to delete the entry and make a new one which is shit since other bookkeeping software has this capability.

Hope this all makes sense, it's giving me a headache.

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By Paul Hawes
07th Sep 2017 12:15

Nevermind, I have just got through to the webhelp and the answer is that SageOne is useless.

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