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How do I edit or delete a cash movement?

Fix a mistake, delete a movement or find the original cash list.

Written by Lionel ROSU

A typo, a wrong type, a duplicate line? Don't worry, you can correct your cash movements in a few clicks ✍️

Edit a movement

In Transactions > Cash, click the ✏️ icon at the end of the line. The Edit a cash movement window opens with this movement.

If the movement comes from an imported list, the Original cash list is shown next to it (above it on a phone) so you can check easily 👀

Change what you need, then click Update.

💡 You can also edit a cash receipt from Incomes > Receipts > All receipts: the same window opens.

Delete a movement

Click the 🗑️ icon at the end of the line, then confirm. Careful, a deleted movement cannot be recovered.

View the original document

When a movement comes from an imported cash list, the 👁️ icon appears on its line. Click it to open the document: you can zoom in or download it.

A line without ✏️ or 🗑️?

If the ✏️ and 🗑️ icons do not appear, the movement is locked 🔒: it has already been included in your accounts and can no longer be changed. To fix a mistake, add a new correcting movement, or write to us in the chat.

Any question? Write to us in the chat at the bottom right of your app 🙂

See you soon 😄

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