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Correcting a processed document

What to do when a booked document turns out to be incorrect or duplicated.

Written by Ersin Cokluk

Why can a processed document not be deleted?

A processed document is evidence for a booking and may already be included in reports or a tax return. Removing it without a correction trail would make the records incomplete.

Report a correction

  1. Open Documents and select the Processed overview.

  2. Open the relevant document.

  3. Add a short explanation under History and notes.

  4. Describe what is incorrect and what you believe the correct information should be.

Your accountant then assesses which correction is required and possible. Customers do not have a general button for changing a processed booking themselves.

Submitted twice

For a duplicate document, state which copy should remain. Do not upload the same file again while your report is being reviewed.

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