Editing a Check

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

Editing checks automatically creates journal entries in your General Ledger.

  1. From the home page, find the check you need to edit. Click the check name to open the transaction window.
  2. Make the required changes.
  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 check 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: Once a check has been marked as printed in the print queue screen, the check can no longer be edited. If you discover a problem with the check after marking it as printed, you will need to void the check and reenter it. You also cannot edit a check that has been cleared by the reconciliation or that is in a previous fiscal year that has been locked. If the check has been cleared or is in a previously locked fiscal year, you can use a journal entry to make the correction.

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