Fixing Missing Or Wrong Transactions

To fix an incorrect transaction in DocuClipper, click the pencil icon next to the value in the transactions table, enter the correct value, and save; to add a missing transaction, click Add Transaction in the top-right and enter the date, description, and amount.

Dates must be valid and amounts numeric for a row to save. When debits and credits are reversed across many rows, tick the page-number checkbox to enable bulk options and click Switch Credits/Debits instead of editing rows one by one.

How do I fix an incorrect transaction in DocuClipper?

If you notice a transaction that is incorrect, you can easily fix it by following these steps:

Navigate to the Transactions Table: Find the transaction that is incorrect
Click on Incorrect Amount: Click the pencil icon found beside the amount.
Enter the Correct Amount: Enter the correct amount and hit save. For a transaction to be valid, the date must be valid and the amount must be numeric.
Edit in Bulk: When debits/credits are switched, tick the checkbox next to the page number to enable bulk options, then click Switch Credits/Debits.

Assign to Account/Period: When the system fails to recognize transactions per period, you can assign them manually. See How to Assign Transactions to Multiple Accounts and Periods.

Exclude Transactions: Check or uncheck the box in the first column to include or exclude individual transactions from the download.

Adding Missing Transactions

If a transaction is missing, you can add it by following these steps:

Navigate to the Transactions Table: Find the missing transactions. Tips: 1. Compare the total debit/credit found on the summary table from your statement (most statements show a total number of transactions) to identify how many transactions you are missing.
Click on “Add Transaction”: This option is located at the top right of the table. Clicking on it will allow you to add a new transaction.
Enter the Transaction Details: You can then enter the details of the missing transaction. Remember, for a transaction to be considered valid, the date needs to be valid and the amount must be a numeric value.

FAQs

How do I fix an incorrect transaction amount in DocuClipper?

Find the row in the transactions table, click the pencil icon next to the amount, enter the correct value, and save. The date must be valid and the amount must be numeric for the row to save.

How do I add a transaction that DocuClipper missed?

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

What if all my debits and credits are swapped?

Tick the checkbox next to the page number to enable bulk options, then click Switch Credits/Debits. The change applies to every selected row at once.

Can I exclude a transaction without deleting it?

Yes. Uncheck the box in the first column of the row. The transaction stays saved 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 is not in a valid format. Dates must be valid calendar dates and amounts must be purely numeric (no extra letters or symbols).