And this is how it works...
Principle
If you have uploaded a receipt twice by mistake or have not uploaded it completely, then you must delete the receipt so that the income or expense is not booked twice.
❗ IMPORTANT: Simply "archiving" the document is not sufficient, as the bookings are not deleted. Only the document disappears!
Where can I find this function?
Navigate to ⨠ Bookkeeping ⨠ Account statements or >> Journal.
Deleting a document incl. booking
Locate the document in the account statements in the designated account or in journal. Open the document by clicking ⨠Document.
Now you will see the document open that you want to delete. Scroll down and click ⨠Discard. The document is now permanently deleted from the platform, as is the corresponding entry.
❗ NOTE: If the document has already been reconciled, you will not be able to delete it using the description below. Contact us in these cases by chat or by email: [email protected] with the details: Company name, Document ID as well as reason for deletion.
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