Overview

Update an existing ledger entry when you need to correct descriptions, adjust fields allowed by your district, or fix simple entry errors.

Before you begin
  • Some fields may be read-only based on district policy. 

Steps

  1. From the Main Menu, go to Ledger Inquire and locate the transaction using the Search tab.
  2. Select the row and click Modify (or open the Modify tab).
  3. Edit allowed fields such as Description or other district-enabled fields. Avoid changing fields that impact the audit trail unless the system permits it.
  4. Click  the Checkmark at the bottom to Save.

Outcome

The transaction is updated. For balance-impacting corrections, post a Journal Entry instead of modifying.

Troubleshooting

  • Field is locked - The field is district controlled. Use a Journal Entry or contact your District Administrator.
  • Save not available - Confirm you are in the correct tab and have edit rights.

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