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