How to edit a code in your Completed screen

Why edit a code in the Completed screen?

If a code has been incorrectly entered and saved in your Completed items, you can efficiently update it without needing to re-enter the entire transaction.

Benefits

• Save time by bulk editing multiple codes at once.

• Easily correct errors in completed transactions.

• Keep your financial records accurate and up to date.

Steps to edit codes in bulk

1. Go to Actuals > Completed > Coded Lines.

2. Select the codes to edit:

   • Use the tick boxes to choose the codes you want to change.

   • To select multiple items:

     • Click the first code, hold the Shift key, then click the last code in the range.

     • Alternatively, use the Select all checkbox.

3. Edit the codes:

• • Once selected, click on the Code option that appears.

• A new window will open. Enter the new code and click Apply.

Steps to edit codes individually

1. Go to Actuals > Completed.

2. Set the view to Coded Lines.

3. Click the magnifying glass icon next to the coded line to open the code list.

4. Delete the existing code and type in your new code (by name, code name, or abbreviation).

5. Select the new code and press Enter to save.

TIP: Click on category headings to sort by Code or Other Party and group similar items. You can also use the search function at the top right-hand corner to refine your list further.

NOTE: You can also bulk edit Management and Cost tags in the Completed screen.