Handling ticket cancellation and product returns

Emma considers the refund of a purchase as income. The refunded expense will still be considered in the analytics and budget, making the numbers a bit inaccurate. As a workaround, I go to both the expense and refund transactions and enable ‘Exclude Transaction’. I am wondering if this could be automated.

The best way to do that is to place the items in the same category. :slight_smile: They offset each other.

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That’s interesting, will do that, thanks for the suggestion!

No problem. :slight_smile:

Closing this thread.