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Moving transactions to Upload & read or another administration

Read here how you can (move back) transactions to Upload & read or another administration.

Written by Jèsel Broekema
Updated over a week ago

Transactions that have not yet been exported to the accounting package can be moved to Upload & read or another administration. For this the action 'Move' is available in the following places:

In the transaction screen (Create/Edit transaction and Transaction details):

In transaction overviews as a bulk action:

The following move actions are possible:

  1. Move to Upload & read of the current administration: the transactions are deleted and returned to Upload & read.

  2. Move to Upload & read of another administration: the transactions are deleted and returned to Upload & read of the selected administration.

  3. Move to Transactions of another administration: the transactions are deleted and read again in the selected administration and journal.

please note: for moved transactions that are read again, processed invoices will be charged again.

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