Actual information from bank feeds and imported/manually recorded transactions and livestock events come into your working plan from the Actuals screen. These bank transactions need to be coded before they are populated in the Working plan as actuals. Remember that once bank transactions have been coded, they move into the Completed screen.
Any transactions that remains in the Needs action screen, waiting to be coded, will not appear as actuals in the Working Plan.
If you want the most up-to-date view of your business, you can use current month revision in the working plan. With this view, invoices, before they are paid, will appear as actuals in the Working plan, provided they are coded.
How do I correct a coded actual in my working plan?
In the working plan, open the worksheet for the item you want to correct.
Click on the three vertical dots on the coded line and select View on Actuals page.
Correct the transaction/invoice line and click Save.
If the transaction has been matched to an invoice, you will need to click on matched invoice before making any corrections.
You'll be taken back to your working plan.