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Reverse / Adjust / Edit a Transaction

Quick-reference guide to correcting mistakes in Ackroo Anywhere

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Written by Nicholas Martin
Updated over 4 months ago

Reverse / Adjust / Edit a Transaction
Quick-reference guide to correcting mistakes in Ackroo Anywhere


Accessing Manage Transactions

  1. Go to Manage Transactions.

  2. Use the Search box to locate by Transaction #, or by masked Card # (see receipt lookup).

  3. Click Action ▶▶ on the row for the transaction you need to correct.


1. Reversing a Transaction

use when a completed transaction was in error and you need to undo it.

  1. Action ▶▶ Reverse

  2. (Optional) Add Description and/or Clerk ID.

  3. Click OK.

A new “reversal” transaction posts for the same amount; the original is flagged as reversed.

⮞ Important: Must reverse in newest→oldest order.

  • If Txn 1 funded $100, then Txn 2 redeemed $50, you must reverse Txn 2 first, then Txn 1.


2. Adjusting a Transaction

use when the amount posted was wrong and you need to correct it.

  1. Action ▶▶ Adjust

  2. Enter the Adjusted Amount, plus optional Description and/or Clerk ID.

  3. Click OK.

This creates two entries: a reversal of the original, and a new txn for the corrected amount.


3. Editing the Description

use to correct or clarify the narrative on a transaction record.

  1. Action ▶▶ Edit Description

  2. Enter the New Description.

  3. Click OK.

Click the blue + icon on the txn row to view the updated description.


Keep these steps handy to ensure your transaction history stays accurate and auditable.

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