Reclassify transactions

You can reclassify (change) a transaction if that transaction was assigned to the wrong account or dimension. For example, if you paid an invoice from a sales account instead of a marketing account, you can reclassify the entry and note why you made that change.

Your application configuration and user permissions determine which transactions you can reclassify. While each application can have some specific troubleshooting solutions, in general the same solutions work across applications.

In this section: