Modifying a Transaction
Once a transaction has been entered, you can modify it to correct or update certain information.
How to Modify a Transaction
- Access the details of the transaction you want to modify
- Click on the Edit button
- Make the necessary changes
- Click Save to confirm your changes
What Can Be Modified?
The elements you can modify depend on the type of transaction:
Supplier Invoices
- Invoice description
- Invoice date
- Attached documents (add or remove)
Unit Invoices
- Invoice description
- Attached documents (add or remove)
Recurring Bills
- Description
- Attached documents (add or remove)
Supplier Payments
- Check number
Recurring Bill Payments
- Description
- Check number
- Deposit reference
Accounting Entries
- Description
- Accounts and amounts in the entry
Attached Documents
You can add or remove documents attached to a transaction:
- To add a document, click Add Document and select the file from your computer
- To remove an existing document, click the delete icon next to the document
Important Restrictions
Certain elements cannot be modified:
- Transaction amounts
- Associated accounting accounts (except for accounting entries)
- Invoice numbers
- Payment methods
- The fiscal year
- Cancelled transactions
Invoice Date
For supplier invoices, you can modify the invoice date.
Why Can’t Certain Information Be Modified?
If you need to correct these elements:
- Cancel the original transaction
- Create a new transaction with the correct information