Transactions can be modified for Value items from the list view or detail view on the Value Tab.
NOTE: You must have Add permissions to the Value Tab.
List View
To edit a transaction, select a Value item from the list view. On the right preview pane, scroll down to the Transaction Details section. Click the pencil icon to edit the selected transaction.
The Edit Transaction window will display.
Detail View
From the detail view, scroll down to the Transaction Details section. Click the pencil icon to edit the selected transaction.
On the Edit Transaction window, make any necessary changes and click the Save button when complete.
Certain fields will automatically update based on the modifications made:
The C/D field will be set to Credit if the Paid By field is blank and the Type field is changed to Adjustment.
Total Adjustments will be recalculated when the amount of an Adjustment transaction item is modified.
Total Payments will be recalculated when the amount of a Payment transaction item is modified.
Total Due will be recalculated.
