Transaction history

How to find, edit, export, and manage past transactions and how changes impact your team’s current stock levels.

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Can I record a transaction for a past date?

Yes. When creating a Stock In or Stock Out transaction, you can select any past date.

Can I edit the date of an existing transaction?

Yes. Go to Transactions, select the transaction, then More > Edit or Delete. Update the date and save.

Edited transactions are marked with an orange "Edited" badge and a version number.

Will editing a past transaction change my current inventory?

Yes. Any change to a past transaction's quantity recalculates your current stock levels.

What happens if I update an item's details later?

Changes to an item's name, cost, price, or attributes apply retroactively to all past transactions. Your Transactions history will always reflect the most current item information, not the values at the time of the original transaction. If you need to preserve historical cost or price data, export reports regularly.

Can I see who created or edited a transaction?

Yes. Each transaction records the team member who created it, along with the date and time. Edits are also tracked with version numbers visible on any modified transaction.

Can I view deleted transactions?

Yes. In the Transactions menu, add a filter for Change Status and select Deleted to see transactions that were removed.

How do I reset my transaction history?

For data integrity, transaction history can't be reset from within the app. Please contact Support and we'll help you with next steps.