If you need to amend a transaction, you can edit from the batch entry itself, but also from the Account Details Report.
For example, you can change the ledger account or reference if it’s incorrect.
Go to Reports > Account Details.
You can either scroll down the list directly or filter any flagged transactions.
Click over the line and click the pencil icon on the right to edit.
You can edit the Details, Reference, Account category and assign an Analysis tag. You can also deactivate or activate the flag.
Click Save to apply the changes.
📎NOTE: Editing a transaction won't create any journal entry. This will update directly the batch it’s contained in.
📌TIP: If you aren’t sure how to code a transaction, you can flag it from within a batch or from the Account Details report.
You can then filter all flagged transactions from the Account Details report later. This is a useful way to review transactions that need attention.
