Edit Confirmations

Edit Confirmations

• This view allows the user to edit the last manually captured batch for the account

  • This also applies to batches imported from Finswitch

  • Already captured transactions can be edited or removed and missing transactions captured

• Select Transactions>Edit Confirmations from the menu

  • If it is the first batch imported into the account, you can also edit the Opening Balance and Date (set it to 0 units in a case where the opening balance from Finswitch was non-zero)

  • From the second batch onwards the Moorgate balances are carried forward and only the transaction details can be edited

  • On Save, the new closing balance must be accepted