Editing a Cash Receipt
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Previously entered Cash Receipts can be edited to correct errors or record additional information. To do so, select the Cash Receipt Grouping on the Existing Cash Receipts Grid of the Cash Receipts Window - Existing Tab. Then, if the Cash Receipt Grouping has multiple Cash Receipt Distributions, select the proper entry on the Payment Distributions Grid and click the Edit button. This will display the Cash Receipt Window.
You'll notice that certain information on this window is available for editing while other information cannot be changed. If you need to alter information that is unavailable, the Project Code for instance, you would have to void the entry and re-enter it correctly.
It is important to understand that changing information in the Receipt Information portion of the window, such as the Fiscal Month and Receipt Date, will change all Cash Receipt Distributions within the Cash Receipt Grouping selected on the Existing Cash Receipt Grid. However, changing information in the Payment Distribution section, such as the Amount or the Transaction Description, will be changed only for the Cash Receipt Distribution selected on the Payment Distribution Grid.
Make any desired changes to the Cash Receipt Distribution and click the OK button to save your edits. Upon doing so, the appropriate information on both the Existing Cash Receipts and Payment Distribution Grids will be updated. Each field on the Cash Receipt Window is explained next.
Receipt Information (changes all Distributions in the Cash Receipt):
Payment Distribution (only changes the current Cash Receipt Distribution):
Other information on the Cash Receipt Window will be displayed depending on the Type of the Cash Receipt: