Edit or cancel a transaction
Correct or cancel a business-volume document in ClaimDS — edit a line's figures or cancel the document; a document and line number can't be reused.
Transactions go wrong — a figure is mistyped, a document is loaded twice, an invoice is voided upstream. ClaimDS lets you fix the figure or cancel the document, and then the rest of the system reconciles itself, without ever deleting anything.
Edit, cancel — never delete
A wrong figure you edit; a document that shouldn't count you cancel. Either way it stays on the record, and the calculation engine picks up the change on its next run and adjusts the accruals. One thing is permanent, though: a document and line number, once used, is consumed for good — a GST rule — so you can't reuse it.
Make the change
Follow the numbered steps below. For changing the rules rather than a transaction, see what changing master data affects; for the principle behind all of this, see how ClaimDS handles changes.
Step-by-step
Open the document or line
In Transactions, open the business-volume document or line you need to change. Transactions are corrected or cancelled — never hard-deleted — so you're always editing a record that stays on the books.
Edit a line to correct it
If a figure is simply wrong — a quantity, a price, the tax — edit the line directly. The corrected values replace the old ones on that line, and the change is recorded.
Cancel a document that shouldn't count
If a whole document was loaded in error or has been voided upstream, cancel it. Its status becomes cancelled, so it no longer counts toward rebates, but it stays on the record rather than disappearing.
Know that the number is consumed for good
A document and line number, once used, is consumed permanently — even after the document is cancelled, you can't reuse that number. This is a GST requirement, so re-load a corrected document under a new number rather than reusing the old one.
Let the calculation engine catch up
After you edit or cancel, the next calculation run picks up the change and adjusts the accruals — posting the difference. You don't reverse accruals by hand for this; the engine reconciles it.
Frequently asked
Can I delete a transaction?
No. You cancel it, and it stays on the record marked as cancelled. Nothing is hard-deleted, so the history is always complete.
Why can't I reuse a cancelled document's number?
GST requires each document and line number to be unique permanently — once consumed, it can't be used again, even if the document was cancelled. Use a new number for the corrected document.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.