Show me a how-to walkthrough in the app
Step 1: Click "General Ledger" on the left navigation in the "Accounting" section.
Step 2: Click "Edit".
Step 3: Use the column filters, "View" drop down menu, and "Items per page" as needed to locate a specific transaction(s).
Step 4: All fields with a highlighted text box can be edited at this time.
If the field is not editable, the changes will need to be made by exiting the Edit mode and clicking the specific transaction number. If changes still cannot be made, confirm that the transaction is in the current period.
Step 5: To make changes to multiple transactions at once, check the boxes to the left of each transaction then enter the necessary change in the field at the top of the column. Click the arrows in blue to apply the changes.
Step 6: To revert all changes, click "Reset Page". To exit edit mode click "Cancel All".
Step 7: Once all changes are complete, click "Save".
