Editing a Transaction
Updated
by
Cheryl Wallace
Once a transaction is created, only specific fields can be changed or corrected: Reference, Job, Sub Job, Cost Code, and Notes.
- Look up the transaction under Transactions > Transactions.
- Make the required changes to the transaction to add or correct the Reference, Job, Sub Job, Cost Code, and Notes.
- Click
to save the changed transaction record.
When adding or changing costing information (jobs, sub jobs, cost codes) on transactions and the Transaction Rental module is in use, the Transaction On Rent record will display this information and it will apply to any charges applied going forward. Previous charges will not include this new information. This cannot be used to "backfill" costing information. Each charge will need to be edited to add the costing information.
See also:
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