Editing a Deposit

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If you make a mistake when recording a deposit, you can go back and make a change to the deposit.

Editing deposits automatically creates journal entries in your General Ledger.

  1. From the home page, find the deposit you need to edit. Click the deposit to open the transaction window.
  2. Edit the amount.
  3. Enter the Amendment Memo.
  4. Click the “Save” button.
  5. A message will appear to notify you that your edit is complete.

Note: Once a deposit has been edited, a small triangle denoting the change will appear next to the amount on the home page. Clicking that triangle will show the change that was made to the transaction.

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