Editing a scheduled transaction
OverviewThis article explains how to use editing a scheduled transaction in Work Planner, including the main fields that shape how the scheduled transactions record behaves once it is saved.When to use thisUse this artic
Overview
This article explains how to use editing a scheduled transaction in Work Planner, including the main fields that shape how the scheduled transactions record behaves once it is saved.
When to use this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing a scheduled transaction sits within Accounts / Scheduled Transactions. It is designed to work alongside related articles such as Creating a scheduled transaction, Scheduled Transaction details, Scheduled transactions list, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
Important fields
- Transaction Type: Look for input such as “Select a type”.
- Status: Choose the option that best matches the current record.
- Starts On: Complete this value carefully before you save.
- Customer: Look for input such as “Select customer”.
- Job: Look for input such as “Select job”.
- Service: Look for input such as “Select service”.
- Payment Method: Look for input such as “Select payment method”.
- Expense Category: Look for input such as “Select expense category”.
- Amount: Complete this value carefully before you save.
- VAT Rate: Choose the option that best matches the current record.
- VAT: Complete this value carefully before you save.
- Net Amount: Complete this value carefully before you save.