How to edit a transaction

This will include:

• Editing a recurring charge
• Editing an individual transaction

Edit a recurring charge

Go to Tenancies Index Page > tenancy > recurring

From dropdown:

• Edit recurring
• Grace days
• Days in advance
• Transactions – Add connected transaction
• Charge history – Shows created transaction
• Activities – Shows activity log

Within recurring

• Rent collection type should be the correct analysis code: Direct Rent or Rent Charge
• Make inactive
• Start date and next collection date
• Frequency of collection
• Amount to be collected

Edit an individual transaction

Those not connected to Xero/Quickbooks can edit the amount