Edit and cancel entries Praxis Desk Kasse

Change the reference and note of an entry or cancel it. You find the actions in the row menu of the overview.

Edit an entry

1. Click the arrow in the row and choose Bearbeiten.
2. Change Referenz-Nr. or Notiz. If accounts exist, you can also change the Konto. This doesn't apply to entries with a receipt or to Korrektur Ist-Stand entries.
3. Click Speichern.

The message "Buchung wurde gespeichert" confirms the change. You can't change the amount, type, date, or tenant.

Fig. 1When you edit an entry, you change the reference number and the note.

Cancel an entry

1. Click the arrow in the row and choose Stornieren. The dialog asks whether you want to cancel the entry with this number.
2. Enter the Begründung (reason). It's required.
3. Click Stornieren.

The message "Buchung wurde storniert" confirms the cancellation. The entry stays in the list with the Storniert badge.

offisy · Journaling · Kassenbuch · Stornieren

Fig. 2This is how you cancel an entry in the Ein-/Auszahlung stornieren dialog.

The Stornieren action only appears if all of these apply:

• The entry is from today.
• The entry isn't canceled yet.
• No receipt is linked to the entry.
• You have the Kassenbuch: Löschen permission.