Edit manual booking

In the "Accounting > Bank Statement" menu, you have the option to edit previously recorded manual entries. This function is helpful if you want to correct an error or add additional information.

Benefits

• You can easily correct errors and keep your accounting up to date.
• The editing function provides flexibility and traceability in your accounting.

How to proceed

• Navigate to the "Accounting > Bank Statement" menu.
• Search for the desired entry in the list.
• Click on the three dots ("...") on the right side of the entry to open the action menu.
• Select the "Edit" option from the menu.

Now you can adjust the booking details such as account, counter account, amount, date, tax rate, or booking text. After making the changes, save the booking so that the changes are taken over.

Notes and tips

• The "Edit" option is only available as long as the booking has not yet been completed. Completed bookings can no longer be edited directly, but only canceled.
• If the Abacus connection is activated, changes must also be completed so that they can be transmitted to Abacus.