Modify an External Transaction

Once the External Transaction is found, select the appropriate action to modify the transaction.

Edit an External 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:
  • Bank Account
  • Business Unit
  • Amount
  • Date
  • Transaction Type
  • Attachments

Make the changes needed and click Save and Close at the top of the screen.

 

4

 An Information window displays showing the changes were saved.

 

Void an External Transaction

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.

 

4

 The transaction is removed from the Search Results list.  

 

Export External Transactions

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