Correct an awaiting amount, withdraw it with a record or remove it entirely
An awaiting amount can be corrected while it is outstanding. A withdrawn amount can stay as a record or be removed.
| Action | Permission |
|---|---|
| Edit or cancel | Edit permission for transactions |
| Delete | Delete permission for transactions |
Owners and managers hold both. Without a permission, the matching menu item does not appear.
The dashboard shows the toast Expected amount updated. Only amounts with the status Awaiting can be edited.
The exchange rate stays unchanged unless the currency or the rate is changed in the dialog. The direction, the category, the due date and the method can all change.
Select Cancel in the row menu. No confirmation dialog appears. The dashboard shows the toast naming the item followed by cancelled.
The row stays in the list with the status Cancelled. The amount is struck through and leaves the outstanding totals. Use this action for an amount that was waived or that will not be paid. The history shows that the amount existed.
A cancelled amount cannot be reopened, edited or completed.
Deleting an awaiting amount is permanent and cannot be undone. The row leaves the list and keeps no record. Use Cancel to keep a record.
Delete is available for amounts of every status. Deleting a settled amount does not delete its ledger entry. The money moved and stays in the ledger.
To remove the ledger entry as well, delete it on the Transactions page. The amount then returns to Awaiting if it still exists.