Account Transactions - Edit transaction dates without remove & redo
I would like to be able to edit an entered transaction, i.e., transfer, payment, etc. When I am reconciling, some transactions are posted on the following month, but they were entered at the end of the prior month this creates a problem when reconciling. All I need to do is edit the date and change it, but I have to remove and redo the transaction. This is extremely time-consuming.
Also, could we change the bank account when we enter the transaction in the wrong registry instead of removing and redoing it?
Ana Labosky
shared this idea
Hi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
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Stephen Harding
commented
We have an issue with our Stripe integration with Xero. Stripe creates payment transactions in Xero and then when the payout comes in on the bank feed, it matches the payment transactions to the payout, which would be handy *except* that it's causing problems with reconciliation because if the payment transactions are created late in a calendar month (for example, 29th December) and the payout arrives in the bank account in the following month (for example, 3rd January) the bank statement closing balance doesn't match with the balance sheet closing balance.
The only way to currently fix this is to 'Remove & Redo' the payment transactions and then fix the dates and re-match. It's cumbersome. It would be a lot easier to simply have a function to adjust the dates to match the payout so the closing balances match. Alternatively, being able to disable Stripe from creating payment transactions and creating them manually would be preferable to the mucking around but apparently we can't disable this and still keep Stripe as a payment method.
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Edgardo Velez
commented
It would be great to be able to change the transfer to account as well after it has been saved when the incorrect account is selected by mistake. Having to delete and redo is very cumbersome. Thank you.