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Product Updates & Release Notes
[LIVE] Enhanced Inline Transaction Editing
New fields are available when editing a single transaction via the “Edit” option in the action menu (ellipses) to the far right of a transaction.
What is it?
New fields are available when editing a single transaction via the “Edit” option in the action menu (ellipses) to the far right of a transaction. You can now add or edit check numbers, which will sync back to your GL automatically; indicate if a transaction is billable (QBO only); and track the customer and project if enabled in your general ledger.
How does it work?
To access the ability to edit a check number, indicate a transaction is billable (QBO only), or track the customer or project:
- Click the action menu (ellipses) to the far right of the transaction you wish to perform the action(s) on.
- Select “edit” from the pop-up menu
- Fill in the desired fields.