Hey MattBedford,
Thanks for the screenshots and the detailed rundown on the August payments. With Online Payments, the system automatically creates the customer payment and related transactions. They’re locked by design and don’t need editing or deletion, which is why you’re seeing “You can’t edit transactions from a previous financial year” even though the payment is in the current year. To get the money from Undeposited Funds to your Cheque account, the best move is to transfer money between accounts to the correct bank. In the future, you can edit the account linked to Online Payments so settlements land in the right place straight up. Make sure to check the FAQs from this link and look for “How do I change the bank account my online payments (minus fees) are deposited into” for the steps.
Cheers,
Doreen
