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How to mark recharges as final

Mark your recharges as final to make sure they aren't affected by any subsequent changes to your account data

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Written by Griff
Updated this week

Once you've reviewed the transactions and you're happy they're assigned correctly, you can mark a recharge as final using the button in the top right-hand corner:

Marking a recharge as final will do the following:

  1. Lock the version of rules used to calculate the recharges. This means any updates to rules you make after the first time you mark this recharge as final won't be applied to transactions from this month. For more info, see How to update Recharge Rules.

  2. Create an audit trail. The recharge can be re-opened at any time, but each time it's marked as final the full calculation will be recorded for auditing.

  3. Disable auto re-calculating. This means any transactions which are added or changed while the recharge is marked as final won't be included until the recharge is re-opened.

Recharges can be re-opened after they've been marked as final if needed by simply clicking the Re-open button for the relevant recharge.


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