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Edit a transaction
Edit a transaction

Modify details within a transaction

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago
  1. Go to Finance

  2. Click on transactions 

  3. Find the relevant transaction 

  4. Hover over the line item and click on the gear 

  5. Choose Update or Finetune as appropriate 

  6. Make relevant changes and save 


If the transaction has been generated from a procedure, you will not be able to update it. You will can only finetune the transaction. 

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