Editing Transaction Details

Instructions

1. Navigate to the account with the transaction (charge or payment)
2. Switch to the Transactions view of the history
3. Select the ellipsis (**...**) to the right of the transaction, and choose Edit Transaction Details
4. Fill the form for the details you wish to change, and the Comment field with reason for change
   1. Posted Date will be available for all transactions
   2. Payment Method and Payment Source are only available for payments with optionally a Check Number or other payment details depending on method
5. Select Save

Result

• The transaction will reflect the updated details
• An activity will be created with the update

FAQ

• I don't see the "Edit Transaction Details" option

If you don't see the option for Edit Transaction Details you might be on the Bills and Payments view of the account history rather than Transactions. Only the Transactions view shows this option.