Modifying a Transaction
Once a transaction has been entered, you can modify it to correct or update certain information.
How to Modify a Transaction
Section titled “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?
Section titled “What Can Be Modified?”The elements you can modify depend on the type of transaction:
Supplier Invoices
Section titled “Supplier Invoices”- Invoice description
- Invoice date
- Attached documents (add or remove)
Unit Invoices
Section titled “Unit Invoices”- Invoice description
- Attached documents (add or remove)
Recurring Bills
Section titled “Recurring Bills”- Description
- Attached documents (add or remove)
Supplier Payments
Section titled “Supplier Payments”- Check number
Recurring Bill Payments
Section titled “Recurring Bill Payments”- Description
- Check number
- Deposit reference
Accounting Entries
Section titled “Accounting Entries”- Description
- Accounts and amounts in the entry
Attached Documents
Section titled “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
Section titled “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
Section titled “Invoice Date”For supplier invoices, you can modify the invoice date.
Why Can’t Certain Information Be Modified?
Section titled “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