Overview
A reconciliation should be the final sign-off of an account, confirming that these transactions match an actual bank transaction. Changing the transaction after the fact would make the reconciliation no longer valid. Reconciliation shouldn't be completed with incorrect information, so DoorLoop doesn't allow changing reconciled transactions after the fact, since this would break your financial records.
If you really need to edit or delete a transaction, you must first undo the reconciliation to clear these transactions. In the future, be sure not to clear transactions you haven't actually matched to a transaction in your bank account.
How Does Not Being Able to Edit or Delete a Reconciled Transaction Help Me?
Stopping you from editing the amount of a reconciled transaction is a safety feature. If DoorLoop allowed you to edit the amount of a reconciled transaction, your financials and reports would become incorrect — possibly without you even realizing it. This would create future auditing headaches.
For example, let's say there are multiple users on your DoorLoop account. You perform an account reconciliation confirming transactions. Later, one of your colleagues incorrectly believes they need to change one of these transactions. DoorLoop allows your colleague to change details of a transaction (such as the date, property, general ledger account, and description), but not the amount. The accuracy of your financial data remains protected.
Limit Which Users Can Undo a Reconciliation
The only way to edit a reconciled transaction is to completely undo the reconciliation for the account and time period including this transaction.
To prevent one of your colleagues from being able to do this, you can limit their access so they can't undo reconciliations. See Limit Access to Your Users by Editing User Roles for how to edit a user role — just make sure the bank reconciliations permission under the Objects > General Objects section is unchecked for that role.
This is also a common anti-fraud measure, since responsibility for reconciliation and entering transactions is often split between different people.
Understanding these protections helps you decide how strictly to control who can undo a reconciliation on your account.


