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Edit a Memorized Transaction

Editing a memorized transaction affects only future transactions- transactions that have been entered or posted do not change.

  1. Under Manage Records, select the Transactions tab.
  2. In the drop-down list, select General Ledger Transactions and click Go .
  3. Click Add/Edit Transactions.
  4. Click Memorized.
  5. Use the Schedule Options (Frequency Filter, Memorized, Scheduled, and All) to locate your transactions in the grid.
  6. Select your memorized transaction, then click Edit.
  7. Edit the appropriate transaction information, then click OK.
  8. Click OK, then Yes.