Objective

This article will go through the steps required to edit a posted line or transaction by its Date, Details, Reference, Account, Tag, Tax, Payments or Receipts.

Applies To

AccountsPrep integrated companies.

Procedure

To edit a posted line in AccountsPrep, please do the following:

Go to Banks > Bank Statements on the navigation bar.
Click on Statement Batches.
Click on the relevant batch, example highlighted below.
Click the Edit button.
From there you can edit the Date, Details, Reference, Account, Tag, Tax, Payments and Receipts. Please double click on the relevant column to edit it.