How do I edit or delete a transaction in the Financials feature?

How Do I Edit or Delete a Transaction?

Editing a Transaction

To edit transaction information, click within its row in the transaction list on the "TRANSACTIONS" window (Financials > Transactions).

Using the Actions Menu

In the ACTIONS column, click the three-dots menu on a transaction's row to access more options:

• View Vendor Info — view the details of the vendor listing.
• Edit Vendor Info — edit the vendor's details.
• Edit Transaction Info — edit the details of the transaction itself.
• Delete Transaction — remove a transaction you no longer need.