Edit A Transaction (includes Archived)

This section of Arranging Director allows you to edit transactions, including previously exported and cleared transactions.

Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance > Edit A Transaction (includes Archived) .

*Only admin users will be able to access this area of the system.

Enter the transaction type and number, text that contains who it is payable to or deposited from, amount, dates, and click ‘Search Transactions’.

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