Why can I not edit, delete, or void a transaction?

A transaction can be restricted because other records depend on it. Editing, deleting, voiding, refunding, and reversing an application have different effects; choose the correction that matches what actually happened.

Start with the message and record history

Write down the document type, reference, status, date, and exact error. Check whether the issue affects one record or every record you try to change.

Possible cause	What to review
A payment or credit is applied.	The invoice or bill’s settlement history and the associated payment or credit.
A payment is matched to bank activity.	The matching bank row and its accounting link.
The transaction is marked cleared or reconciled.	The reconciliation draft or completed statement period; a cleared draft selection can also restrict changes.
The date is in a locked period.	The company’s period controls and the accountant’s close process.
Your role or plan restricts the action.	Access and plan checks.

Choose the correction deliberately

For a typo on an editable draft, use the permitted edit action. For a completed event that needs to be reversed, review the relevant void, credit, refund, or reversal workflow and its downstream effect.

Do not assume deleting a bill also safely undoes its payment, or that deleting a payment is equivalent to refunding a customer. Some applied or reconciled records cannot be deleted at all.

Keep financial history intact

Before unmatching, changing a settlement, or reopening a period, identify the effect on bank reconciliation, customer or vendor balances, and issued reports. Have the person responsible for the books review a prior-period correction.

Do not change a transaction date to today merely to bypass a lock, or create an offsetting duplicate to suppress the message.

Get help with a blocked correction

Contact support with the reference, attempted action, and error text. Explain the intended outcome—for example, “this receipt was entered twice”—so the appropriate correction can be identified. Hide account numbers and other sensitive information in screenshots.