Editing a Transfer


If you make a mistake when recording a transfer, you can go back and make a change to that transfer.

Editing transfers automatically creates journal entries in your General Ledger.

  1. From the home page, find the transfer you need to edit. Click the transfer 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 transfer 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 transfers that have been cleared in the reconciliation or that are in a previous fiscal year that has been locked. In those cases, you can use a journal entry to make the correction.