{"id":21355,"date":"2023-02-20T02:05:39","date_gmt":"2023-02-20T02:05:39","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=21355"},"modified":"2023-02-20T22:53:25","modified_gmt":"2023-02-20T22:53:25","slug":"a4140","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a4140\/","title":{"rendered":"Edit transaction form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Edit<\/a>edit button in the top header area of the transaction view page, as shown in Figure 1. Alternatively you can access the \"Edit<\/a>edit popup form via the \"Actions<\/a>actions column menu of the Transactions<\/strong> tab at any of the parent view pages (e.g. \"Contact<\/a>organisation, \"Programme<\/a>programme, \"Project<\/a>project, \"Subproject<\/a>sub-project etc), as shown in Figure 2.\r\n

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Figure 1 – Access via edit button<\/strong><\/p>\r\n

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Figure 2 – Access via actions tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to edit an existing transaction<\/a>.<\/p>\r\n

\"\"<\/a>\r\nFigure 3 – Edit transaction form<\/strong><\/p>\r\nThe form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n<\/tbody>\r\n<\/table>\r\nOnce you are happy with your entries click the “Update transaction<\/strong>” button at the bottom of the form. This will update the transaction with the details that you supplied.\r\n\r\nClick the “Cancel<\/strong>” button if you no longer want to update the transaction.<\/div>\r\n

Related topics<\/h4>\r\n

Reference*<\/em><\/sup>:<\/th>\r\nThis mandatory field is used to specify a reference<\/a> for this transaction, e.g. 01. The reference must be unique within your parent asset. If you click on the\u00a0\"Reference<\/a> “Find Next Reference” button next to the reference field then the system will find the next available reference number. For example if you enter the reference A_00 then the system will try A_001, A_002 etc until it finds an available value.<\/td>\r\n<\/tr>\r\n
Title:<\/th>\r\nEnter a title of this transaction here.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter a description of this transaction here.<\/td>\r\n<\/tr>\r\n
Source*<\/em><\/sup>:<\/th>\r\nSelect a source for your transaction, this is a the budget item that you will take money from. If you’re transaction is on a budget item, then you cannot edit this field<\/td>\r\n<\/tr>\r\n
Destination*<\/em><\/sup>:<\/th>\r\nSelect a destination for your transaction, this is a the budget item that you will move money into.<\/td>\r\n<\/tr>\r\n
Source budget line*<\/em><\/sup>:<\/th>\r\nSelect a specific budget line on your source budget item<\/td>\r\n<\/tr>\r\n
Destination budget line*<\/em><\/sup>:<\/th>\r\nSelect a specific budget line on your destination budget item<\/td>\r\n<\/tr>\r\n
Source month*<\/em><\/sup>:<\/th>\r\nSelect the month that you would like to use from your source budget item<\/td>\r\n<\/tr>\r\n
Destination month*<\/em><\/sup>:<\/th>\r\nSelect the month that you would like to use from your destination budget item<\/td>\r\n<\/tr>\r\n
Amount*<\/em><\/sup>:<\/th>\r\nSpecify the amount of money that you want to move in this transaction<\/td>\r\n<\/tr>\r\n
Workflow:<\/th>\r\nSelect the applicable \"Workflow<\/a>workflow<\/a> for this new transaction. This field will only be editable if you have access to any transaction workflows. If you do not have access to change this field then this read-only<\/em> field will show that the workflow is assigned to be the Basic Open\/On-hold\/Close <\/strong>workflow.<\/td>\r\n<\/tr>\r\n
Custom fields:<\/th>\r\nIf there are any custom fields<\/a> defined for your transactions they will appear here.<\/td>\r\n<\/tr>\r\n