Once added, non-Voly Card transactions across the Voly Platform can be edited. However, this can only be completed on the Voly Desktop. Follow the steps below to learn how to edit transactions even if the account has been reconciled.
Edit or Delete a Transaction
1. Go to your card account, then click on the transaction you wish to edit/delete in the list.
2. Click Edit in the top right-hand corner of the next screen. Once you are ready, click Save Edits.
You can also use the quick edit button to edit some fields without needing to edit the entire transaction. This can be done in any field that has the pen and paper symbol next to it.
To delete the card purchase, click Edit first, then Delete.
Please Note: If you Delete a transaction, the receipt image file will be lost and you will not be able to retrieve the details. If a transaction was deleted in error it will have to be readded.
Edit or Delete a Reconciled Transaction
The Edit button won’t show in the Transaction Details if the transaction is part of a reconciled period (only the ‘Quick Edit’ button will be available to change department, transaction description, expenditure category, and cost centre).
1. Delete the reconciliation:
• In Banking, go to the non-Voly Card account.
• In the account, click on ‘Reconciliations’. You should see the latest reconciliations listed.
• Alongside the relevant reconciliation, click ‘Delete Reconciliation’. Enter your password and confirm you wish to delete the reconciliation.
2. Untick the transaction from the reconciliation list:
• Click on ‘New reconciliation’, enter a balance (this can be put as 0.00), make sure you select a date that will include the transaction you wish to edit and click reconcile. All the transactions from the period are now listed. Scroll down and untick the transaction you wish to edit
• Once the transaction has been unticked, cancel the reconciliation process and go back to the non-Voly Card account.
3. Edit the transaction
• Click on the transaction in the list. In the transaction, you should now see the edit button.
4. Reconcile the period
• Once the transaction has been edited/deleted, you can re-reconcile the period.
Still have questions?
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