Edit an Operating Bank Transaction

You can edit an operating bank transaction even if it includes posted or reconciled items.

To edit a transaction that includes a posted or reconciled item, you must first either re-open your reconciliation or unlink the transaction from any invoices.

Edit an Operating Bank Transaction

To edit an operating bank transaction:

1. From the left navigation panel, click Banking.
2. On the Bank screen, double-click the bank and scroll down to view more Bank details.
3. On the Transaction screen, single-click it to highlight it, click on the three dots to the right of the transaction, and select Edit from the drop-down menu.
4. You can choose to edit the fields on the Edit Transaction screen or scroll down and select from the list of entries by checking the boxes.
5. Use this section to edit, delete, unlink or add the transaction to a new matter expense, an existing matter expense, or a firm expense.
   • Important: If you edit the transaction amount or make changes to the expenses on the screen, you have to ensure that the remaining amount is 0.00
6. Click Save. The system updates your transaction.