reverse payment from 2 months ago

Hey Susie_Q,

Good catch on the mix-up of the payment. To sort it, you can either delete or reverse the customer payment that landed against the wrong customer. Between the two, deleting is the quicker and has the cleaner fix. With either option, you’ll still need to undo the bank reconciliation for that transaction and then re‑reconcile once the payment’s in the right spot. Here's a link for deleting a customer payment that you'll find really helpful.

Cheers,

Doreen

Hi Doreen

Many thanks.  I have done what you suggested above.  Now the payment is sitting in bank feeds and I can only undo the last bank reconciliation, not 2 months ago on a specific date.

Hi Susie_Q,

Thanks for the update! Nice work getting it into bank feeds. You’re right that you can only undo the most recent bank reconciliation, but if the error happened earlier, you can step back month‑by‑month by undoing each reconciliation in succession within your current financial year. You can check this article about undoing a bank reconciliation for the guide. If you're still unable to undo it, give our live chat team a buzz via our virtual assistant MOCA or pop up a support ticket through My Account and will help you sort it out.


Cheers,

Shella

rather than undoing 2 months of bank reconciliations, I contacted our accountant and asked her very nicely if she had a short cut to do it.  Thankfully she did....all sorted :)