Modify a Transaction
You can modify a transaction or a transaction in a file before you post it.
To modify a transaction:
- In the Navigation pane, select Transaction Center > Transaction Entry.
- Select the type of transaction that you want to modify (for example, Journal Entries or AP Vouchers).
- On the main form of the selected transaction type, select the transaction or the transaction file that you want to modify.
- At the end of the row of the selected transaction or transaction file, click or > View Details.
- If you are modifying a transaction in file, use the search bar to select the transaction that you want to modify or click or to page through the transactions in the file.
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Modify the fields on the form, including items in the grid.
Option Description To add a new line item Click + Add Detail, and enter values for the required fields. To add a new line item that is similar to an existing one At the end of the row that contains the line item that you want to copy, click > Copy. Modify the data on the new row. To delete a line item At the end of the row that contains the line item that you want to delete, click > Delete. - Optional. On the Actions bar, click Other Actions to perform other tasks such as modify control totals, set up currency override, or set the transaction as recurring.
- Click Save.
Parent Topic: How to...