Follow

Editing transactions

Overview

This article explains how to edit transaction records that have been created in the assets & liabilities ledger. You can edit the details of a complete transaction, and/or the individual account movements that make up a transaction.

 

Editing a completed transaction

1. Navigate to the trust's Ledger>Transactions tab and locate the transaction to be edited in the list.

Tip: You can search for a specific transaction in the search bar or view transactions by the category filters in the left column.

2. By selecting the transaction, you can view details of the transaction in the slide out pane and have the option to select "edit movements". 

Screen_Shot_2019-05-02_at_10_20_33_AM.png

3. After selecting "Edit" You will be directed to a form where you can update details of the transaction and any associated account movements. Simply select "Update and Close" to save your changes and return to the transactions gallery.

Screen_Shot_2019-05-02_at_10.25.49_AM.png

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk