When a bank data feed transaction has been verified, the underlined word Allocated displays in the right hand column.
Clicking on Allocated for most transactions displays the transaction information entered and allows you to reverse (or delete) the allocation and re-enter it via an Income, Expense or Journal Entry. (Improvement of the process for correcting errors is part of current work-in-progress priorities.)
When the transaction is displayed, CANCEL and REVERSE or DELETE buttons are displayed.
Click CANCEL to return to the data feeds transaction list without making any alterations.
Note: If you detect an error in a Transaction posting, click REVERSE to reverse the transaction. You can then re-enter the data correctly.
To effect the re-entry for most entry types, you will need to use the Income, Expense or Journal tabs. At this time, you cannot re-enter a reversed transaction directly from the Bank Data imported transaction list.
Among Mclowd’s development priorities for 2017 is to improve editing functions, allowing more expedient methods of correcting errors.
Currently, the only method is to Reverse the transaction and re-enter correctly, or to make a journal adjustment.
If the Transaction is an Asset Purchase, clicking Allocated displays the Asset Editing Screen, allowing you to edit the asset purchase information.