Occasionally, you may find that some transactions in DocuClipper are incorrect or missing. This article will guide you on how to fix incorrect transactions and add missing ones.
Fixing Incorrect Transactions #
If you notice a transaction that is incorrect, you can easily fix it by following these steps:
- Navigate to the Transactions Table: The transactions table.
- Click on Incorrect Amount: Find the transaction that is incorrect and click on the pencil icon. Enter the correct amount.
- Enter the Correct Amount: You can then enter the correct amount. Please note that for a transaction to be considered valid, the date needs to be valid and the amount must be a numeric value.
5. Edit Transactions in Bulk: When the date or debit/credits are incorrect, you can edit the transactions in bulk by clicking on “Bulk Edit Transactions” found on the right corner of the summary table. Select the page you want to edit or select all.
Adding Missing Transactions #
If a transaction is missing, you can add it by following these steps:
- Navigate to the Transactions Table: The transactions table.
- 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.
Conclusion #
Managing your transactions in DocuClipper is a straightforward process. With just a few clicks, you can correct any errors and add any missing transactions. If you encounter any issues, feel free to reach out to our support team for assistance.
