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Fixing Incomplete Transactions
Fixing Incomplete Transactions

How to fix incomplete transactions in JuanTax?

Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Whenever you import CSV templates into the Transactions module, there might be instances that instead of your data going through either the Invoice or Bills menu, it would take a detour, and go to the Incomplete section.

Why Was It?

Incomplete status happen whenever errors occur in the import that needs to be edited in order for it to be fully accepted by the Transactions Module.

Here's an example:

After importing the file, I encountered this different view in the Transactions Module.

The message states that an error has been detected by the system after the import. The only way to fix this is by either deleting or editing the transactions imported. 

Proceed by going through the Incomplete sidebar menu.

Download and Delete Transaction

STEP 1: Click the Options button

There are two options to choose from: 

  • Download All File Transactions 

  • Delete All File Transactions

STEP 2A: Clicking on Download All File Transactions, you will be able to retrieve a sample file of what you've imported


STEP 2B: Clicking on Delete All File Transactions means that you'll be removing your file from the list permanently

Editing the Transaction

STEP 1: Go to the Transaction
STEP 2: Click Edit button

STEP 2: Edit the necessary fields and click Save

STEP 3: Click the Mark as Paid button in order for the transaction (i.e. invoice) to reflect within the Transactions Module

STEP 4: In the Payment Details window, enter Payment Date and Amount Paid
STEP 5: Click Paid
Click Yes

Once you've finished editing the transaction, it would now show up within your Transactions Module.

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