How do I void a transaction from the Overview?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Approve & Post Transactions.

Accounting → Overview → the row → ⋮ Actions → Void.

Find the posted or draft row (voided rows have no menu).
Click ⋮ Actions → Void.
Read the dialog. It names the amount and says "It no longer counts toward your books. This can't be undone."
Type a Reason (required; Void stays disabled until you do).
Click Void.

The row leaves the default list (filter Status → Voided to see it) and the figures reverse. Voided entries are kept, never deleted.

When the row is part of a larger record, the dialog names that record and voids all of it ("not just this entry"):

Bank feed entry: adds "The bank transaction goes back to Review."
Expense with a management fee or tenant share: the fee or the tenant's invoice is voided too.
Transfer: Void this transfer? reverses both sides.
Hand-recorded rent payment: Mark this rent payment unpaid? with Mark unpaid; the month is owing again (chapter 10).
Owner payout or settlement: Void this owner payout? / Void this settlement? (chapter 10). Needs owner financials access.
Invoice or bill payment: Void this invoice payment? / Void this bill payment?; the invoice or bill is open again.
Collection with a management fee: Void this collection? voids the collection, its fee and the fee's move to operating.
Security deposit rows: Void this deposit?, or Undo return / Undo apply for a deposit return or a last month's rent deposit applied to rent (chapter 05).

Some entries can't be voided from Overview. Kera shows a disabled Void, says why ("It belongs to …") and gives a button to the exact record:

Open in Bank Feed: the entry came from a bank transaction or e-transfer; undo it there.
Refund: it was paid online through Kera payments, so it's refunded, not voided.
Open rent, Open deposit, Open invoice, Open bill, Open owner payouts: reverse it from that record.
Open bank account: an opening balance; change or remove it on the bank account (see "How do I change or remove a bank account's opening balance?").
A refund or dispute clawback from an owner can't be voided.

"Couldn't void the transaction" with "Accounting period YYYY-MM is closed…": the entry is in a closed period. Reopen the period first (see "How do I close or reopen an accounting period?").
"You need access to owner financials to void this.": the role lacks Owner Disbursements & Statements.

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