# Correct or Reverse a Customer or Agent Transaction

### Correct or Reverse a Customer or Agent Transaction

### Overview

This guide will help you correct an allowed customer or commission-agent transaction with a traceable audit trail.

Muhasib updates or reverses the record and its dependent balances according to transaction rules.

### Who can do this

You need access to Update/reverse permission for the transaction type and affected accounting period.

### Before you start

Identify the original record, error, correct values, downstream allocations, period status, evidence, and approver.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Open the relevant customer or agent transaction list and locate the original document.

### Correct or Reverse a Customer or Agent Transaction

#### Step 1: Open the original transaction by document number

#### Step 2: Review allocations, references, ledger entries, and later dependencies

#### Step 3: Use Update only for fields the application permits without changing

Use Update only for fields the application permits without changing economic substance.

#### Step 4: Use the approved reverse/cancel action when amount, party, account, or

Use the approved reverse/cancel action when amount, party, account, or posting is wrong.

#### Step 5: Enter reason and approval reference

#### Step 6: Create the corrected replacement once if required

### Check your work

Confirm original status, reversal/correction link, replacement record, customer/agent ledger, allocations, and general ledger.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### If something goes wrong

- Never hide an error with an undocumented offset.
- Resolve closed-period and downstream-allocation constraints through authorized accounting procedure.

### Related guides

- [Receive a Customer Payment](https://docs.muhasiberp.com/link/207)
- [Pay or Refund a Customer](https://docs.muhasiberp.com/link/211)
- [Pay a Commission Agent](https://docs.muhasiberp.com/link/213)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Receive a Customer Payment**](https://docs.muhasiberp.com/link/207).</div>