Question

In: Accounting

How do you edit a transaction? List two options.

How do you edit a transaction? List two options.

Solutions

Expert Solution

Following are two options to edit a transaction;

1. When editing a single transaction;

Followings steps will be followed when editing a single transaction;

·        First of all go to transaction page (Account > Transaction)

·        Click on the transaction, which you want to edit

·        After clicking on the transaction, it will be editable

·        Now edit any part of transaction in which you want to make changes like (date, merchant name, category, amount, transaction type etc.)

·        Click on save button to save the changes

2. When editing multiple transactions;

Followings steps will be followed when editing multiple transactions;

·        Select the transactions in which you want to make changes (With the help of check box)

·        You can select more from toolbar

·        You can select required actions from dropdown menu

·        Now click on apply botton to implement changes in required fields

So with the help of above mentioned process you can edit in transaction or transactions.


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