Editing brought forward transactions

Editing brought forward transactions

Editing Brought Forward Transactions

To edit a brought forward transaction, so that it can be reconciled:

Step 1: Opening Balances

Click Setup
Opening Balances
Bank Accounts menu option - This will show any transactions that have been brought forward from the previous year for each selected bank

Step 2: Edit

Click on transaction to highlight
Click Edit or double click on the transaction
Click Yes to confirm

iv. Click in the field you wish to edit and change it
v. Click OK

The updated transaction will now be displayed

Article ID 919