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Editing / reversing dividend reinvestment (DRP) transactions

Below is an example of the reversal of a dividend reinvestment (DRP) entry.  (Please note – the ability to edit rather than reverse income transactions is part of current WIP priorities).

Open the transaction record by clicking on the reference number.

The original transaction details will be displayed as well as the option to reverse.

After selecting REVERSE Mclowd will display the following message.

Subsequent to the reversal you can now re-enter the original (corrected) transaction.