How to Edit a Transaction : Data Developments

How to Edit a Transaction Print

Created by: Stephen Ibbs

Modified on: Wed, 6 Nov, 2024 at 1:04 PM

The below steps will guide you on how to edit a transaction from your list of transactions

2. Click "Lists"

3. Click "List Transactions"

4. Click to highlight the transaction you need to Edit

Click "Edit"

Alert! You are only able to edit transactions that have been entered via the Record Income/Expenditure form or unreconciled Journal Entries

Alert! If a transaction has been reconciled you will only be able to edit the Income/Expenditure side of the transaction.

5. Make the necessary amendments to the transaction

6. Click "Store"

7. Click "Post"

8. A new Audit number will be issued once the transaction has been saved successfully

Click "OK"

Tip: Please see our guides void a transaction or reverse a transaction for further guidance.

Stephen is the author of this solution article.

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How to Edit a Transaction Print