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Can I unassign or change the assignee of an unreconciled transaction?
Can I unassign or change the assignee of an unreconciled transaction?

Learn how to unassign or change the assignee for an unreconciled transaction

Marianna avatar
Written by Marianna
Updated over a month ago

Yes, you can easily change the assignee of an unreconciled transaction or unassign them.

To do that:

  1. Navigate to the company’s view, click on the Bookkeeping tab and access the ‘Unreconciled transactions’ section.

  2. Click on the selected transaction - on the right-hand side under ‘Assigned to’ you can find the team member currently assigned to the transaction. Click on that section and either:

  • Click on the name of the current assignee to unassign them from the transaction.

  • Click on the name of a different team member to assign the transaction to them.

To find more details about unreconciled transactions check our article: How does Apron work with Unreconciled Transactions?.

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