Fixing mistakes in Nexto — edits and corrections

This part answers the question every newcomer asks on day one: what if I recorded something wrong — can I just delete it? The short answer is no, and that "no" is your single biggest protection. The long answer has two routes, and after this part you'll know which one applies to your case.

What you will learn

• Why Nexto never allows a voucher to be deleted
• How to edit a voucher while it is still inside the edit window
• What changes automatically when you record an adjustment
• How a reversing correction — a storno — works once the voucher is locked
• What document codes are and why prefixes make life easier

Step by step

Why deletion is not allowed

Your ledger is the history of your business. If a voucher can be deleted, no report is trustworthy any more — not for you, not for your partner, not for an auditor. So Nexto never allows deletion. Instead it gives you two ways to correct.

Route one — edit inside the edit window

Open the voucher, for example one of Christopher Lee's trades. At the top of the page you can see the voucher number. Because we're still inside the edit window — meaning less than twenty-four hours have passed since it was posted — the edit button is active.

Click it and the same trade form opens, only this time it's filled in and the heading says edit trade. Suppose the amount was wrong: instead of two thousand nine hundred and forty dollars it should have been three thousand. Change the sale amount and the Canadian dollar amount received recalculates itself at the same rate. Then press the record adjustment button.

What an adjustment does — and does not do

In this mode no reversing voucher is created; the voucher itself is corrected, so the customer's statement stays clean. Trade profit and the average purchase rate are recalculated automatically as well.

Go back to the voucher afterwards and you'll see an edit mark beside its number, with the full history right there on the page: what it was, what it became, when, and by whom. Nothing is hidden.

Route two — the reversing correction (storno)

If the edit window has closed, or the voucher has been consumed — say its collection was confirmed, or it's a line on a completed commitment — it can no longer be touched. That's when the classic accounting method takes over: a reversing correction is posted, and the correct voucher is written from scratch. This is called a storno.

On a correction voucher the top of the page states plainly which voucher it cancels, by the number of the original. Its lines are the exact mirror of the original: whatever was debit there is credit here, and the other way round. The combined effect of the two vouchers is zero, yet both stay in the reports. That is what an audit trail means.

Document codes

So far you've seen that vouchers carry numbers. But some forms don't take a bare number: each one's number comes with its family prefix, so the code itself tells you which page it belongs to.

A live example is the list of receipt and payment orders, where every code starts with ORD. So when a colleague writes "ORD twenty-five" in WhatsApp with no further explanation, you know exactly which page to open and which voucher to pull up.

Tips

• A voucher is never deleted. Within the edit window you correct the voucher itself; after that you post a correction.
• The edit window is twenty-four hours by default, and a manager can shorten it in the settings — see part four.
• An edited voucher keeps its full before-and-after history, including who changed it, so editing is not a way to hide anything.
• The in-app page help (the ? icon at the top of the page) has more detail on which vouchers can still be edited.

FAQ

Can I really never delete a voucher?

No, and that is deliberate. A ledger that can be edited away is a ledger nobody can trust — not you, not your partner, not an auditor. Nexto gives you two safe routes instead: edit inside the window, or post a reversing correction after it.

What exactly is the edit window?

It is the period after a voucher is posted during which the edit button stays active — twenty-four hours by default. Inside it, the voucher itself is corrected and no reversing entry is created, so the customer's statement stays clean.

Why does my correction show two vouchers in the report?

Because that is a storno: the original stays, and a mirror-image voucher cancels it. Their combined effect is zero, but both remain visible so anyone can follow what happened and when.

What does a code like ORD-25 mean?

The letters are the family prefix of the document, so the code alone tells you which page it lives on — ORD is a receipt and payment order. That's why colleagues can refer to a document by code in a message and everyone knows where to look.