You can add or edit transactions directly in some registers (or account histories).

Some registers (such as Accounts Receivable, Accounts Payable, Creditors, Debtors, Trade and other creditors, or Trade and other receivables) can't be edited directly. When you select a transaction to edit, its form opens and you can make your changes there.

Add transactions

  1. From the left menu, select Accounting and choose Chart of Accounts.
  2. Locate the appropriate account for the transaction.
  3. From the Action column, select  Account history.
  4. From the Add... drop-down menu, select the transaction type you want to add.
    The Add... menu identifies the type of the transaction you most recently added, but you can select another type.
    If there is no Add... menu, you can't add a transaction in this type of account from the register, but must add transactions from the Plus icon (+) on the Toolbar.
  5. Complete the transaction fields.

  6. Select Save.

The transaction is added to the register.

Edit transactions

  1. From the left menu, select Accounting and choose Chart of Accounts.
  2. Locate the appropriate account for the transaction.
  3. From the Action column, select  Account history.
  4. Select the transaction you want to edit to open the fields.
    If you can edit the transaction in the register (or account history), the fields appear. If you can't edit transactions in the register, the appropriate form opens and you can make your changes there.
    If you can't select one of the fields, select Edit to go to the corresponding transaction form. For example, you must select Edit to edit a payroll payment, payroll payment, or tax payment.
  5. Enter your changes.
  6. Select Save.