FAQ - How can I edit a transaction?

Libraries > FAQs Library > FAQ - How can I edit a transaction?

You can edit transactions in Manage Billing by selecting a Transaction Code within the Code column.(Note: Edit Transactions is controlled by the“Change Charges and Payments” task.)

FAQ - How do I edit a transaction?

After selecting a transaction code, a pop-up screen allows you to:

Make changes to information in individual fields,
Save changes to the transaction, or
Transfer the transaction to a different Window, a different guest, or a different room.

FAQ - how to edit a transaction

Editing options vary based on the nature of the transaction's Transaction Code. In addition, most fields can be changed only on the posting date.

Editing Transaction Details

Transactions are displayed by Window. If multiple Windows contain transactions, select a Window to display its transactions.
Some charges cannot be edited in Manage Billing due to the nature of their Transaction Code. For example, a Transaction Code for occupancy tax charges likely would not be editable; however, Transaction Codes for theme park tickets, green fees, restaurant food, and similar charges likely would be editable due to the consumer nature of such offerings.
Selecting Transfer opens the Transfer Transactions screen. From this screen, you can transfer a transaction to a different Window, guest, or room.