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How do I correct a posted bank transfer

Modified on: Wed, 14 Jan, 2026 at 12:41 PM

There is an option to do a correction on a bank transfer that is posted. Providing you have the relevant user permissions. This can only be done if the transactions within the transfer have not been matched in a submitted bank reconciliation.

Click on the ellipse button and select the Corrections button.

Select the Unpost button

Then click the Unpost button

Now the bank transfer is back in a draft status, and you can either Edit or Abandoned the document accordingly.