Edit General Ledger Transactions
If a transaction is open, you can edit any fields. You can also right-click on the entry to delete an account distribution.
Other ACS users can view transactions you entered, but cannot edit them unless they have rights to Edit All Users Transactions in Add/Edit Users.
If you're editing a Contributions or Payroll transaction, you can change the date and post month/year. For Accounts Receivable transactions, you can only edit the date.
To avoid voiding and reentering checks, you can edit general fields such as the transaction date and post month on checks posted from Accounts Payable or Payroll.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go
.
- Click Add/Edit Transactions.
- Select the transaction you want to edit, then click Edit.
- Make your changes to the transaction, then click OK.