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Changing a card after a transaction has been reconciled.
Hi Is it possible to change the card for a transaction that has already been reconciled without it affecting the reconciliation? We have a supplier who switched from employee to consultant...
If you needed to change the card on a transaction, such as from one supplier to another or from an employee to a supplier, you will need to delete the transaction and reprocess it with the correct card selected. This is because once a transaction has been recorded it is assigned to that card and cannot be changed.
Unfortunately deleting and reentering a previously reconciled transaction will cause the transaction to be unreconciled. As a result of this you will need to undo the bank reconciliations back to this reconciliation, correct this now incorrect reconciliation and then rereconcile all of the undone reconciliations.
