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View/Edit Overview

Use View/Edit to review, edit, delete or reverse transactions previously entered in cash or adjustment batches or transactions associated with particular residents.

Although all transactions can be viewed, only under certain circumstances can a transaction be edited, deleted or reversed. Transactions within an unapproved batch may be edited, reversed or deleted. A reversed transaction cannot be edited or have another transaction applied against it. Certain transactions such as system generated billings, can never be edited, deleted or reversed.

Use these forms to manage transaction information:

View/Edit Task Selection Tab

Select Resident View/Edit Transactions Tab

By Batches

Cash Batches Tab

Adjustment Batches Tab

View/Edit Transactions (Batch Details) Tab

By Resident

View/Edit Transactions (Resident Details) Tab

See Also

To View/Edit a Journal Entry

To Search for a Batch Entry

To Delete a Batch Entry

To Reverse a Batch Entry

To View/Edit a Resident Transaction

To Delete a Resident Transaction

To Reverse a Resident Transaction

Ledger Overview