Add a Manual Adjustment

Coconut makes it easy to add an adjustment or a transaction that is missing from your client's books.

Updated over a week ago

In order to add a manual adjustment or a manual transaction, head over to the bookkeeping tab and click on 'Add manual adjustment' in the top right.

This will bring up a modal where you will need to fill in the following details:

  • Category

  • Date of transaction

  • Description (what was it? a more descriptive name will be clearer when preparing final reports)

  • amount, if applicable, including VAT

  • VAT amount, where applicable

  • Notes

Click 'Add' to add the manual transaction to the transaction list.

Bear in mind that your clients can also add manual transactions from the app. You will be able to edit those, as well as all manual adjustments you have created.

If you want to edit an existing manual adjustment, follow these steps:

  • Find the manual transaction in the transaction list

  • Click on the transaction to open up a modal

  • Edit details such as category or notes

  • You can also add attachments

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