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    • C
      CRS Content Team
      last edited by Jo

      Edit or delete Transactions

      In Cashmanager RURAL transactions are easy to edit or delete.

      You will be able to edit any transaction that is not locked into a final GST report. For transactions that are in a final GST report that has also been filed with IRD, you will need to create reversal transactions rather than editing to make changes.

      How to edit a transaction

      1. In the transaction screen locate the transaction you want to edit.

      2. Double click on the transaction, or right click and select Edit.

      3. Make the appropriate changes and then click on OK to save.

      How to delete a transaction

      1. Select the transaction or the line of the transaction you want to delete.

      2. Right click.

      3. Select Delete or Delete Line depending on if you want to delete the whole transaction or just one line of it.

      0_1471949751623_Screen Shot 2016-08-23 at 10.55.40 PM.png

      Related topics

      How to correct a duplicate transaction
      How to correct an incorrectly coded transaction
      Split transactions
      Reconciling your transactions
      Prepare a GST report

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