How to: Edit Transaction Details (Citrix)

Step 1: Click the Search GL icon on the home page.

Step 2: From the ledger, you can right-click on a specific transaction then click EDIT TRANSACTION DETAILS to edit one transaction or you can click EDIT TRANSACTION DETAILS on the upper right to make changes to multiple transactions.

Step 3: Expand the window so you can view the entire Edit Transaction Details screen.  Everything in yellow can be edited.

Note: If you would like to edit a check #, the check cannot be cleared.  If you would like to edit an invoice #, the check issued to that invoice must not be cleared.

Step 4: If you would like to make bulk updates, check the boxes for each transaction you would like to update, and use the drop down menus in the upper left to designate what column you would like to update and with what information.