Manage Open Transactions

As long as a transaction is open, you can edit any of its information or delete it if it was entered in error.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > General Ledger.
  2. On the Open tab, click the ellipsis icon beside an open transaction and select one of the following:
    • Edit

    • Delete

  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.

Delete Multiple Open Transactions

As you review your transactions before you post them, there could be some that were entered twice or are incorrect. If you spot more than one, follow these steps to delete a group of transactions at once.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > General Ledger.
  2. Select the transactions you want to delete.
    1. If you want to delete all of them, select the check box to the left of Date/Ref.
  3. Click Select an action... and select Delete Transactions.
  4. To confirm, click Delete.

Copy and Create New Transactions

Need to make a one-time recurring transaction? Copy and create a new transaction from one you've already posted. This transaction will be an exact copy, with the exception of the date, and will display in your open transactions. You cannot copy voids, reversing entries, closing entries, beginning balances, or payroll.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Transactions > General Ledger.
  2. Click Posted.
  3. Select the transactions you want to copy.
    1. If you want to copy all of them, select the check box to the left of Date/Ref.
  4. Click Select an action... and select Copy & Create New Transactions.
  5. Enter the Transaction Date and click Copy & Create New Transactions.
  6. Copied transactions will display in the Open tab.