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    Edit A Cashbook Payment

    Whilst a payment is unposted, changes can be made to it.

    To open an Unposted Cashbook Payment, from the Cashbook Payments screen select the Edit pencil to the right of the row and open the transaction. 

     

     

    •      The Toolbar shows payment number and Unposted status
    •      The payment details display with the Payee being the active field
    •      Existing line items previously applied display along with the Balance to 
           Distribute

    Changes can be made to payment and / or line details. Edit the relevant fields to update the Payment.



    Add a new Line

    Select +Add Line to add new GL Account details to a payment.



    Edit an existing Line

    Click on a line to activate entry fields. Make the required changes to the fields and Save.



    Delete a Line

    Select the tick box beside the relevant row. The Delete icon appears. Click to delete.


    After changes are made, the payment can continue to be held or Posted. 

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