Editing Existing Transactions

Updated: 08/03/2022
Article #: 116


Editing an Existing Transaction

 

The ability to edit a Transaction even after it has been posted can be helpful to make quick changes to the Description, Transaction Type, or other necessary changes without making adjustments. 

 

1. Find and double-click the desired Transaction to open the Transaction Details screen.


2. Within this screen, click 'Edit' and modify any editable field.

 



If the field does not allow an edit, please contact Accu-Trax Support.

4. 'Save' when finished.
 







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