---
title: How to change the status of a transaction?
description: This article discusses how to change the status of a transaction in a Trust Account register.
---

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October 9, 2026

# How to change the status of a transaction?

## This article discusses how to change the status of a transaction in a Trust Account register.

This part of the documentation discusses how to manually mark a transaction as **cleared**, **reconciled**, or **unreconciled**.

### To change the status:

- Click the ![users](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/users.png?width=15&height=15&name=users.png) **Trust Accounts** drop-down in the left panel of The Mortgage Office®.
- From the list of Trust Accounts that are listed, **select** the **trust account** drop-down to change the transaction status in.
- From that drop-down, click **All.**  
    - You can also click any one of the client **names** under All to change the transaction status **directly** from a client's ledger.
- With the grid open, **select** the record you want to change the status of.

TIP: If the record you want to void is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up, or down or use pagination from the bottom of grid, or search for the transaction by entering your own search criteria in quick search. For additional information, see [How to Use Find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hs_preview=HVOdZgqP-118552067706&hsLang=en) and  [How to use the Data Grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hs_preview=iGfLglJv-112766338347&hsLang=en)

- Click the ![action](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/action.png?width=15&height=15&name=action.png) Actions button to display a list of available actions and select the ![book-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/book-solid.png?width=15&height=14&name=book-solid.png) **Clear Status** drop-down.
- Select **Mark Cleared, Mark Reconciled,** or **Mark Unreconciled** from the menu based on the action **required**.

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