Unposted Transaction
Step 1: Click GENERAL LEDGER on the left navigation.
Step 2: Click on the transaction you would like to edit.
Step 3: Click EDIT.
Step 4: Make necessary changes then click SAVE.
Posted Transaction in the Current Period
Step 1: Follow Step 1 through Step 3 from above.
Step 2: Make necessary changes.
Note: Once a transaction is posted, neither the total amount of the transaction, nor the vendor may be changed. However, accounts and some additional accounting codes may be edited, as well as description and date fields.
Tip: In the Details area, detail lines may be added, split, or duplicated. To see the options, click Actions on the applicable detail line.
Step 3: Click SAVE.
Posted Transaction in a Closed Period
Transactions in a closed period cannot be edited. However, you may choose to enter a corrective journal entry, or add a distribution change to a transaction.
For information on entering a journal entry, click here.
For information on adding a distribution change, click here.
Note: existing, current period JE's or DC's may be edited, voided, or void/reissued.