Reverse a wrongly recorded money movement
Undo a receipt, payment or transfer while retaining the original history.
Reviewed 9 October 2026
WHERE TO GO
Money → Find activity → Reverse transaction
Step by step
Locate the original direct money entry.
Choose Reverse transaction.
Check the amount and description in the confirmation.
Confirm the reversal.
Review the account balances and both the original and reversal rows.
What to check
- The original movement is offset, and both rows remain in the activity history.
Things to know
- Reversing a record does not physically return money. Record only what actually happened.
- A linked claim or invoice transaction must be corrected through its source workflow.