Data Feeds

10.2.9 Bank Data Feeds: Correcting Verification Errors

When a bank data feed transaction has been verified, the underlined word Verified displays in the right hand column. Clicking on Verified displays the transaction information entered. When the transaction is displayed, CANCEL and REVERSE buttons are displayed.

Reverse transaction

 

Click CANCEL to return to the data feeds transaction list without making any alterations.

 


Note: If you detect an error, click REVERSE to reverse the transaction. You can then re-enter the data correctly. To effect the re-entry, 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.


 


about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding.
Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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