When a transaction has been reconciled by mistake, it is possible to undo the reconciliation with the following procedure:
- In the client’s account, in the Client Billing sub-tab, find the transaction and click on the transaction number or on the on the right-hand side to reveal its content.
- Click on Reconciled or Details.
- Additional information is displayed. Click on the garbage can to undo the reconciliation.
- A confirmation message appears.
Clicking on Delete at this stage will cancel the reconciliation and the transaction will be displayed with a status of “not reconciled” .