You can review, edit, or delete transactions uploaded through the Bank Feeds feature, imported, or entered through the Transaction Entry screen and posted using the Write Up>Edit Transaction screen.
The Edit Transaction screen provides a list of posted transactions for each journal, identifying the date of the transaction, the payee, reference, and account for the transaction, the amount, the department and job (if you use them), and the offset account for the transaction.
To edit or delete a posted transaction:
Use the Select Criteria panel of the Edit Transaction screen to select the posted transactions to list.
Click a transaction in the list to see the details of the transaction.
Make the necessary changes in the Modify Transaction panel that appears and save your changes, or click Delete to eliminate the posted transaction.
To change a payer/payee:
Select Change Payer/Payee from the action bar.
Select the former and new payer/payee from the drop-down lists.
Note: Select the Alias
Name checkbox if appropriate.
The Change Payer/Payee options is very useful when it is necessary to change the payer/payee for multiple transactions.
For more information about:
Entering and editing unposted transactions, see Enter or Post Transactions
Uploading transactions, see Upload Transactions from Bank Feeds or Statements