Editing Unposted Transactions:


Step 1: Click on the Post icon on the  home page.



Step 2: Double-click on the transaction and click EDIT.  Make any necessary changes and save.







Editing Posted Transactions in the Current Period:


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



Step 2: Double-click on the transaction and click EDIT.  Neither the total amount of the transaction nor the vendor can be changed once it is posted; however, the acct #, amount, and description in the detail expense lines can be edited and additional lines can be added to split lines.  To add a new line, click ADD LINE.  Make any necessary changes and click SAVE.








Note: If the total amount of the posted transaction needs to be changed, the transaction must be voided/reissued.  This will create a new unposted transaction to edit.


Editing Posted Transactions in a Closed Period (Making a Distribution Change):


Step 1: Click on the Search GL icon on the home page.  Enter the period number for the transaction you would like to edit and click ENTER.



Step 2: Double-click on the transaction you would like to edit.  Right-click on the transaction and click ADD DC.





Step 3: Enter the new acct # and amount you would like to move to it then click SAVE.  **You can edit, void, or void/reissue posted current period DC changes**