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simplysmarthomes
Level 1

I paid a contractor too much how do I delete or change that.

 
1 Comment 1
JenoP
Moderator

I paid a contractor too much how do I delete or change that.

I'll walk you through the steps on how to edit or delete the contractor payment, simplysmarthomes.

 

Let's look for the transaction so you open and make the changes. Here's how:

 

  1. Go to the Expenditures or Expenses menu proceed to the Vendors tab.
  2. Click the name of the contractor and go to the Transaction List tab.
  3. Look for the payment and click on it to open the transaction. 
  4. You can make the necessary correction from here.
  5. If you want to completely delete it and record the payment again, click More at the bottom and select Delete.
  6. Click Yes to confirm that you want to delete it.

Please take note that deleting a transaction can not be undone. However, you can recreate it using the information listed in the Audit Log report. Use this article as a guide: Use The Audit Log To Re-enter Deleted Transactions.

 

I'd be glad to get back here if you need more help when recording or editing transactions. 

 

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