Correct a reviewed transaction

Reviewed transactions protect the figures used in your books. Correct their accounting details through the reopen workflow instead of trying to edit around the lock.

Before you begin

Check whether the transaction’s month is open, closing, or closed. You need the permissions for reopening and making the correction. A closed month requires its own authorized reopen first.

Correct an entry in an editable month

1. Open the reviewed transaction and check its details.
2. Use the reopen action if your access allows it.
3. Correct the date, category, fund, description, or other editable detail as appropriate.
4. Check all allocations and attach an explanation if the correction needs context.
5. Review the entry again when it is complete.

If its month is closed

Ask the person responsible for closing to reopen the month with a recorded reason. Make the authorized correction, recheck reconciliation and reports, then close the month again.

If another person changed the entry

Reload when the app reports that the record changed. Check the latest details before applying your correction; do not repeatedly submit an older version.

Bank-fed amounts

Bank-originated amounts are not ordinary manual-entry fields. If the bank changed or removed previously reviewed activity, investigate the bank-change issue in the month-end workflow. A comment or attachment can explain the issue without itself changing the books.