Hi There, there seems to have been an issue with my manual bank feeds, (uploaded via csv) I haven’t closed my year yet, if I de tag the transactions, cancel the feed i uploaded, will that bring me back to square1.
eg will it cancel all the transactions, journals, P&L, Vat Returns etc etc so i can just start again? I am trying to correct by doing journals but this is creating a hot mess. Any help would be amazing, best
Hello @MurrayLowe
It would depend on what they are tagged as.
For example
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If its a transfer, the entry on the other account would also be deleted
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If you created an invoice from tagging a bank transaction the invoice would not be deleted by de-tagging (it would just be marked as outstanding)
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If you paid an existing invoice from tagging a bank transaction the invoice would not be deleted by de-tagging (it would just be marked as outstanding)
ok cool, so my process would be, 1-de tag, 2-then clear the upload, 3-then re upload 4-then start again (checking for duplicates as i go) then re tag as appropriate…do i have that correct? ps (appreciate your input thanks)
Hello @MurrayLowe
Yes that would work.
Step 1 would be done automatically when you delete the upload.
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