How do I change a transaction receipt type after transaction is processed

Sometimes we receipt a transaction with the wrong payment type i.e Cash instead of Direct. This needs to be correct so the Banking Audit Report is correct.

  • Go to Financial
  • Click on Transaction
  • Click on History (Top right hand side)
  • Find the transaction number and click refresh
  • Click on the transaction and it will open up
  • You will see a payment method area and that will allow you to change it.
  • Click save and close
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