Editing a Payment


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

Editing payments automatically creates journal entries in your General Ledger.

  1. From the home page, find the payment you need to edit. Click the payment name 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 payment 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.

Note: You cannot edit a payment that has been cleared by the reconciliation or that is in a previous fiscal year that has been locked. In those cases, you can use a journal entry to make the correction.