Editing a transaction
OverviewThis article explains how to use editing a transaction in Work Planner, including the main fields that shape how the transactions record behaves once it is saved.When to use thisUse this article when an existing
Overview
This article explains how to use editing a transaction in Work Planner, including the main fields that shape how the 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 transaction sits within Accounts / Transactions. It is designed to work alongside related articles such as Creating a transaction, Linked transaction records, Transaction details, 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 type”.
- Entry Date: Complete this value carefully before you save.
- Customer: Look for input such as “Select customer”.
- Invoice: Look for input such as “Select invoice”.
- Service: Look for input such as “Select service”.
- Job: Look for input such as “Select job”.
- Payment Method: Look for input such as “Select payment method”.
- Expense Category: Look for input such as “Select expense category”.
- Description: Look for input such as “Enter description”.
- Amount: Look for input such as “0.00”.
- VAT Rate (%): Look for input such as “0.00”.
- VAT: Look for input such as “0.00”.