Editing Transaction Details

Note: Note
You cannot edit most transaction details once saved. The exceptions are the cash flow analysis fields on the transaction lines. You cannot create or delete transactions or transaction lines directly.

To edit (override) the cash flow analysis fields on a transaction line:

  1. Navigate to the transaction line on which you want to override the cash flow analysis values. See Displaying Transaction Details.
  2. Click Edit.
  3. Scroll down to the Cash Flow Analysis section.
  4. Enter a value in all three editable fields. See Setting up a Statement of Cash Flows for more details.
  5. Click Save.
Note: Note
If you want to override the default cash flow analysis values, you must set the values you want for all three editable fields on the transaction line, not just the ones that you want to override.
If you want to remove the transaction line from the cash flow, set Cash Flow Category to "Not Cash Flow Adjustable", deselect Reclassify Profits and set Cash Flow Line Summary to "None".