CompleteEmpire

How to rollback a financial transaction

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Subscription administrators have access to rollback transactions. Follow steps below to review and roll back  

Related transactions that will be rolled back. An additional prompt will be displayed if any reconciled transactions exist.

Only transactions that have not been reconciled can be rolled back.

  1. Click {Syndicates} > {Syndicates} in the Main Menu.
  2. Click [Edit] to enter the Edit View.
  1. Click [Financials]
  1. Click [Rollback Transactions] -  to open a new window to enable the rollback of un-reconciled transactions. (note this button is only available to Subscription Administrators).
  1. Select the transaction group to be rolled back.
  2. Click [Rollback Transaction] to action the rollback.
  3. Click [Close]

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