bluejay

edit or void a payment after the fact

wrong category, wrong amount, wrong payee — easy to mistype. open the payment, edit the field, save. if it's already synced to sycamore, the journal entry updates with it.

3 steps~2 min
  1. 1

    open the payment from the list

    click any row.

  2. 2

    edit any field

    amount, category, payee, method, memo. save.

  3. 3

    void if it never actually happened

    for a duplicate entry or a payment that got reversed, void instead of delete. void preserves the audit trail — the row stays visible, marked voided, and any sycamore entry it spawned reverses cleanly.

    tip

    void > delete every time. delete leaves a gap in your sequence; void leaves a clean explanation. your future cpa thanks you.

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