Editing Cash Entries

To update selected details on an "In Progress" cash entry A record of money received from, or refunded to, your customers, often in the form of cash or a check. Also used to record payments to and refunds from vendors., click Edit on a cash entry detail or list page, at any time prior to posting, and then change the fields you want to update.

See Cash Entry Fields for a full description of the standard fields that make up a cash entry.

Amending a posted cash entry

To amend (add, edit, or delete) the contents of the following set of fields on a posted cash entry, either:

• In Classic Edition The view of the application that you see when you first install the base managed package., click Amend Document.
• In Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured., click Classic Edit.

Note:

Note

Do not amend the Account field. It is automatically populated from cash entry line items. If you override this field, then other processes will fail.

The changes that you make are also automatically reflected in both the related transaction A record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.

• Description
• Reference
• Account Reference
• Line Descriptions
• Dimensions 1–4