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 amount that needs to be corrected.
- 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.
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 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.
