In: Accounting
How do you edit a transaction? List two options.
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.