View/Edit Payments and Refunds

Navigate to the Banking tab and click on Bank Transactions.

Select the appropriate bank account from the drop down list.

Click on a transaction to view or edit the entry.

All fields will be available for editing unless the transaction (or line item) is already included in a Bank Reconciliation or VAT Report. Although inadvisable, it is possible to unreconcile bank items and delete VAT Reports in order to edit transactions. Careful consideration should be given to any representations already made to external parties such as the HMRC.