Once the External Transaction is found, select the appropriate action to modify the transaction.
Follow the steps below to edit an external transaction:
Step | Action | Illustration |
1 |
From the Manage External Transactions screen, select an external transaction from the Search Results list. | ![]() |
2 |
Click the Actions tab to see the menu. In the menu, click the Edit link. | ![]() |
3 |
The selected external transaction
opens with the following edit fields:
Make the changes needed and click Save and Close at the top of the screen.
|
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4 |
An Information window displays showing the changes were saved. | ![]() |
Follow the steps below to void an external transaction:
Step | Action | Illustration |
1 |
From the Manage External Transactions screen, click a transaction to select it from the Search Results list. | ![]() |
2 |
Click the Actions tab to see the menu. In the menu, click the Void link. | ![]() |
3 |
A Void
Transaction window pops up.
Click Yes.
|
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4 |
The transaction is removed from the Search Results list. |
Follow the steps below to export the external transactions to a spreadsheet:
Step | Action | Illustration |
1 |
From the Manage External Transactions screen, click the Export to Excel icon at the top of the list. | ![]() |
2 |
Excel opens on the computer and the transactions are in the spreadsheet. | ![]() |
Updated 3/13/2019 JM