Assigning banking categories to bank-related journal transactions
Editing records in 1-3 Journal Transactions
Some fields are generally available to be edited and have a white background. Editing those fields and saving the record just updates the current record.
Some fields have a gray background and are generally not editable. However, in some instances, gray fields in 1-3 Journal Transactions can be edited. In editing one of these gray background fields, a message displays advising that you are attempting to edit a posted transaction. To maintain the audit trail, saving an unlocked transaction creates a new transaction and voids the currently displayed transaction record.
You can edit the locked field, such as the Account in the grid, by double-clicking on the field and clicking [Yes] to confirm unlocking the posted transaction.
Because the original record is voided, a new field was added in the header to all of the menus that shows the original record number. This allows you to view all the related original edited records which are now void.
Note: You must be a company administrator or have both save and void rights to unlock a posted transaction. If you save the transaction after unlocking fields, a new record is created without having to reenter all the information.
Important! To prevent data corruption, the ability to edit records in 1-3 Journal Transactions is limited. You cannot change the record number.
- Open 1-3 Journal Transactions.
- Using the data control, select the record.
- Edit the record.
- Click > .