Changeable vs. Unchangeable Transactions

You can specify whether your transactions will be changeable or unchangeable after they've been recorded. That is, you can choose either to edit and delete transactions that are recorded in your company file or to maintain a comprehensive history of all transactions you that you enter.

AccountEdge provides a security preference that you can use to set your transactions as changeable or unchangeable.

Go to Setup > Preferences > Security. The top line on the Security Preference determines whether you want to be able to delete transactions or reverse them. Putting a check in this selection means you want to reverse transactions that are incorrect. No check in this selection means you want to delete the transactions that are incorrect.

Changeable transactions can be changed and deleted. If you notice a problem with a transaction, the transaction can be changed or completely removed from your company file if your transactions are changeable.

If your accountant has advised you to make necessary changes to your transactions, turn the security preference off.

Unchangeable transactions can only be reversed; they can't be changed or deleted after they've been recorded. If you notice a problem with an unchangeable transaction, you must record a reversal of the transaction to remove the effects of the original transaction from your records. Then, if you want, you can create and record a new transaction.

If your accountant requires that you maintain a strict audit trail, you should consider turning on this preference (Setup > Preferences > Security > Use Audit Trail Tracking.

Any transaction can be accessed from the Transaction Journal. The Transaction Journal is at the bottom center of the flow chart section of the Command Center for all but the Card File command center.

Notes: Changeable transactions will have a White Arrow to the left of the transaction. Unchangeable transactions will have a Speckled or Gray Arrow to the left of the transaction.