Fixing Missing Or Wrong Transactions

To fix a wrong value, click the field in the transactions table, type the correct value, and save. To add a row DocuClipper missed, click Add Transaction at the top of the table and enter the date, description, and amount.

Dates must be valid calendar dates and amounts must be numeric for a row to save. When debits and credits are reversed across the whole statement, use the bulk Switch credits/debits action instead of editing rows one at a time.

How do I fix an incorrect transaction in DocuClipper?

1. Find the row in the transactions table.
2. Click the value you want to change (date, description, or amount) to edit it inline.
3. Enter the correct value and save. The date must be a valid calendar date and the amount must be numeric.

Assign to account/period: When transactions aren't split correctly across accounts or statement periods, assign them manually. See How to Assign Transactions to Multiple Accounts and Periods.

Exclude transactions: Use the include/exclude toggle in the first column to keep or drop individual rows from the download without deleting them.

Fixing swapped debits and credits

If every debit and credit is reversed, don't edit rows one by one:

1. Click Switch credits/debits above the transactions table.
2. Confirm the prompt. DocuClipper flips the sign on all included transactions at once (credits become debits and debits become credits).

Adding missing transactions

1. Find what's missing. Most statements print a total transaction count or total debit/credit — compare it against the table to see how many rows are absent.
2. Click Add Transaction at the top of the table.
3. Enter the details. The date must be valid and the amount must be numeric for the row to save.

FAQs

How do I fix an incorrect transaction amount in DocuClipper?

Find the row in the transactions table, click the amount to edit it inline, enter the correct value, and save. The date must be valid and the amount must be numeric.

How do I add a transaction that DocuClipper missed?

Click Add Transaction at the top of the transactions table, enter the date, description, and amount, then save. Compare against the total transaction count on your statement to identify which rows are missing.

What if all my debits and credits are swapped?

Click Switch credits/debits above the table and confirm. The sign flips on every included transaction at once.

Can I exclude a transaction without deleting it?

Yes. Use the include/exclude toggle in the first column. The transaction stays in the project but is omitted from the download.

My statement has multiple accounts or periods and rows look misplaced. What now?

Use the manual assignment flow to map each transaction to the correct account or period. See the Assign Transactions to Multiple Accounts and Periods guide for the full steps.

Why won't my edit save?

The date or amount isn't in a valid format. Dates must be valid calendar dates and amounts must be purely numeric (no letters or stray symbols).

Related

• Bank Statement Reconciliation Issues
• How Reconciliation Works
• Debits and Credits Being Backward