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.
- From the home page, find the payment you need to edit. Click the payment name to open the transaction window.
- Edit the amount.
- Enter the Amendment Memo.
- Click the “Save” button.
- 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.