dwyl / process-handbook

:green_book: Contains our processes, questions and journey to creating a team
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Process for Reversed/Cancelled Transactions #93

Closed rub1e closed 6 years ago

rub1e commented 6 years ago

@iteles neither - this is for bank feed items where the money's gone in and the corresponding money's gone out (or vice versa) - it's just a way of coding the transaction

So let's say you mistakenly pay £100 to a freelancer and they return £100 immediately - this process is just so that transaction doesn't appear when you're looking at the freelancer account and confuse matters.

(That's also why it's essential the 999 account always nets to 0 - so you don't ever have to worry about running reports on it)

I've added a line to the pull request to clarify