TrailheadAccesses & LandownersOwner Access Balances
OB-05Correction branch

Correct or Void an Owner Charge

Once a charge matters financially, correcting the source must leave an explicit trail instead of rewriting history.

Track

Owner Access Balances

Phase

Correction branch

Starts with

Financially significant charge is wrong

Ends with

Explicit corrected outcome preserved

You are here

OB-05
  1. OB-01Record Access Usage And Resolve The Rule
  2. OB-02Create An Owner Balance Charge
  3. OB-03Review Owner Balance And Activity
  4. OB-04Settle The Owner In SettleWise

The situation

Usage or commercial context was wrong after a charge was reviewed, linked to a bill or settled. The correction must respect the financial state and preserve both the original and the resulting outcome.

What starts it

Ops or Accounts identifies a charge that should be corrected, reversed or voided.

How it unfolds

OperationsAccountsManagerSystem
  1. 1

    Ops reviews the original usage, terms and financial state.

    Operations

    The current state determines whether correction, reversal or void is appropriate.

  2. 2

    Trailhead blocks an ordinary save from resetting the charge.

    System

    Reviewed, billed, paid or voided rows cannot silently become open again.

  3. 3

    Ops or Accounts chooses an explicit correction path.

    Operations

    This is the key moment: the change is recorded as a correction, reversal or void rather than an invisible overwrite.

  4. 4

    SettleWise records any required accounting adjustment.

    Accounts

    A posted financial effect is corrected in the financial system of record.

  5. 5

    Trailhead preserves the original trace and corrected outcome.

    System

    Management can see what changed, why and which balance now stands.

Who's involved

Operations

Reviews the operational source and starts the appropriate correction.

Accounts

Owns any reversal or accounting adjustment after posting.

Manager

Reviews the preserved original and corrected balance history.

System

Protects significant rows and preserves the original trace.

What each person sees

Operations

Original source, financial state and explicit correction together

Why: Correct operations without erasing history.

Accounts

The posted effect and required financial adjustment

Why: Keep accounting truth aligned with the corrected outcome.

Manager

Original and corrected balance history

Why: Trust that historical totals were not silently rewritten.

The rule to remember

Reviewed or settled financial rows change only through an explicit correction, never through ordinary usage editing.