Edit an Operating Bank Transaction

You can edit an operating bank transaction even if it includes posted or reconciled items.

Edit an Operating Bank Transaction

To edit an operating bank transaction:

1. From the left navigation panel, click Accounting.
2. From the Accounting left navigation, click Bank.
3. On the Bank screen, either double-click the bank, or single-click it to highlight it, and then from the toolbar, click Details.
4. On the Transaction screen, double-click a transaction, or single-click it to highlight it, and then from the toolbar, click Edit.
5. You can choose to edit the fields on the Edit Transaction screen or scroll down and select from the list of entries by checking the boxes. 
6. Use this section to edit, delete, unlink or add the transaction to a new matter expense, an existing matter expense, or firm expense.
   Important

   If you edit the transaction amount or make changes to the expenses on the screen, you have to ensure that the remaining amount is 0.00

7. Click Save.
   The system updates your transaction.