Edit transactions
Description
Cause
Resolution

Before you begin

You can edit both Draft and Completed transactions. 

 TIP: If you're in the process of creating a new transaction, you can use the Edit button in the side-bar.   

Edit a draft transaction

  1. From Transactions, select Draft.
  2. Within the Draft transactions screen select Actions on the transaction you want to amend.
     TIP: You can use the Date filters to help you sort your transactions. 
  3. Select Edit.
  4. Make any changes to your transaction.
  5. Select Save changes.

Edit draft transaction

Edit a completed transaction

  1. From Transactions, select Completed.
  2. Within the Completed transactions screen select Actions on the transaction you want to amend.
     TIP: You can use the Date filters to help you sort your transactions. 
  3. Select Edit.
  4. Make any changes to your transaction.
  5. Select Save changes.

Edit completed transaction

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