Records
How do I correct a saved record?
SoleBusinessPro
Quick answer
Open Records, select the item and choose Edit. Check the date, amount, category and receipt link, then save the correction. If information has already been used for a formal submission, the user should check the correct amendment process before changing it.
Step by step
- Open Records and select the saved item.
- Choose Edit and check the date, amount, category and receipt link.
- Make the correction and review it before saving.
- If the record was already used for a formal submission, check the correct amendment process first.
Before you finish
Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.
Still need help?
Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.