Quick Edit mode allows you to view and edit transactions in a spreadsheet format. The instructions below explain how to edit a single-entry transaction and a split transaction from the Quick Edit page. Editing a split transaction opens the detail page so that you can make changes to the entries in the Accounts list. To return to the transaction list page, choose Cancel.
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.
Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.
Click Quick Edit.
Locate the transaction and make the necessary changes. 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 and display a purple warning message. You may override the next effective date by verifying the correct scheduled date in the drop-down menu under the Next Scheduled Effective Date column, if applicable. Click Save to verify the next date.
Click the category/subcategory from the application home page, or choose Transactions | <category/subcategory>.
Click Quick Edit.
To edit basic transaction information, move the cursor to the appropriate field(s) and make the necessary changes. To edit a split entry, expand the entries by clicking the plus sign at the left of the transaction, click the entry to edit, make the changes, and click Save to return to the Quick Edit page.
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 and display a purple warning message. You may override the next effective date by verifying the correct scheduled date in the drop-down menu under the Next Scheduled Effective Date column, if applicable. Click Save to verify the next date.