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.
  1. Look up the transaction under Transactions > Transactions.
  2. Make the required changes to the transaction to add or correct the Reference, Job, Sub Job, Cost Code, and Notes.
  3. Click  to save the changed transaction record.

See also:

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