If a transaction (also known as a bank mutation) has been incorrectly linked to an invoice, you can easily undo this and process the transaction again correctly. Follow these steps to unlink a bank mutation.
Unlink bank transaction
Types of processed transactions
There are 2 options
Automatically via the Bankrobot: These transactions are marked with a blue label.
Manually entered transactions: These transactions are marked with a green label.
Steps to unlink a bank mutation
To unlink a bank mutation follow the steps below:
Open in Bank/Cash the transaction you want to unlink;
Click the trash bin
icon to remove the linked entry;In the dropdown Make a choice, select 9999 - Te verwerken;
The Description will auto-fill based on the transaction;
The Amount will auto-fill based on the transaction;
Choose Save or Save and next;
Once saved, the transaction is now unlinked and ready to be processed again.