Modify a Transaction File

You can modify a transaction file before you post it.

To modify a file, complete the following steps:

1. From the Vision Navigation menu, click Transaction Center > Transaction Entry.
2. In the Transaction Type field on the Transaction Entry form, select the type of transaction.

   The transaction type list is filtered based on your security role's access rights. If you use Vision Multicompany, this list is further refined based on the active company. See the Accounting tab of Role Security (Configuration > Security > Roles) for more information.

3. On the Transaction Entry form for the type that you selected, highlight the transaction file that you want to edit and click Open.
4. Modify the fields on the form, including the fields on the grid.

   Option	Description
   To add a new line item	Place the row selector on the row above where you want to add the new line item and click Insert.
   To add a new line item that is similar to an existing one	Place the row selector on the row that you want to copy and click Copy. Modify the data on the new row.
   To delete a line item	Place the row selector on the row and click Delete.

5. Optional. Click File > Control Totals, specify new or additional control total settings for the transaction file on the Control Totals dialog box, and click OK.
6. Click Save.