Got the GiST Help

Day to Day: Editing a transaction

To edit a transaction, click on the little pencil icon on the right of the transaction line item on the cashbook transactions page.

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You will then be taken to the "Edit Transaction" page. Your transaction information will be in the forms on that page.

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If you wish to change the date or reference of the transaction, edit those fields and click the "Update" button just below the reference field.

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This will update any changes to the reference or date fields. You should see that this has been updated with the "saved" message that appears below the "Update" button.

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If you want to update the category, notes, value or GST rate fields of the transaction, just update those fields then click the "Update" button that appears to the right of that transaction line item.

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This will update any changes to the category, notes, value or GST rate fields. You should see that this has been updated with the "saved" message that appears on the right of the "Update" button.

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Congratulations! You have successfully edited a transaction.