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Debits and Credits Being Backward in Bank Statements

This article provides a solution to a common issue encountered when using DocuClipper: debits and credits being reversed when uploading transactions.

How to Flip Debits and Credits #

If you find that all the debits and credits are reversed when you upload your transactions to DocuClipper, you can easily correct this by using the “Bulk flip signs” feature. Here’s how:

  1. Log in to your DocuClipper account.
  2. Navigate to the transaction table where your transactions are listed.
  3. Above the transaction table, you can see the option Switch debits/credits. To enable click on the box found on the left side corner of each transaction.
  4. On the summary table click on the box beside the data you need to update. Click “Switch credits/debits”. The top box will select all transactions. If you do not want all transactions updated click on each box instead.

Conclusion #

This simple step should help resolve the issue of reversed debits and credits in DocuClipper. If you continue to experience difficulties or have other issues, please don’t hesitate to reach out to our support team for further assistance.

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Updated on June 6, 2024
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