Removal of a payment assignment

Sometimes you may accidentally assign a bank transaction to the wrong receipt or invoice. No worries — you can remove the payment assignment as long as the transaction has not yet been posted to the accounting records.

To remove the payment assignment, open the transaction details (for example, by clicking once on the expense receipt row). In the panel that opens on the right-hand side, navigate to "Payment events".

Then click the small trash bin icon next to the amount to remove the payment assignment.

Once the payment assignment has been removed, the transaction will return to the "Account transactions" page for further processing.

Note: If the transaction has already been posted to the accounting records and the payment assignment needs to be removed, please contact our customer support for assistance.