The steps below show you how to add or edit a transaction using the single edit, or wizard, mode. If you have several transactions to add or edit, you may want to work with them in Quick Edit mode, if applicable.
Note: To edit the R/T number or account number after a transaction has been saved, the user must have the proper authority for the category/subcategory.
Choose Transactions | <category/subcategory>.
To add a transaction, click Add. To edit a transaction, click one of the fields on the specific transaction line.
Complete the Transaction Detail fields, or make the necessary modifications.
Click Save.
If you edited the effective date for a scheduled transaction, the application may assume the change is to initiate the payment ahead of the next recurring payment date. You may override the next effective date by verifying the correct scheduled effective date on the Confirm Dates pop-up window. Click Save.