Edit a payment?

[Mike or Penny Novack]

On 6/26/2016 9:00 AM, Jacqueline Greenleaf wrote:
> I’m doing it the non-formal way.
>
> I used the “Process Payment” function, and while I see the transaction in the transfer account I used, I don’t see how to edit it. Neither double-clicking on it nor selecting Edit on the menu gives me anything I can edit. I suppose a related question is how would I void a transaction.
>
OK, I'll stick to the informal way.

a) Voiding a transaction.
    Are you saying that you are unable to delete a transaction? That if 
you have the transaction selected (in ANY of the accounts affected by 
that transaction) and you hit your "delete" key nothing happens?

b) Changing/editing a transaction:
     1) You can change things like date, check number, amount*, etc. 
working from any of the accounts selected.
     2) But to change an account, you must be in that transaction from 
another** of the accounts affected, not from within the account you want 
to change.

c) I haven't a clue what you mean by "process a payment". Are you using 
the business functions? I can't help you there.

Michael D Novack

* In pretty much all of this I am talking about SIMPLE transactions, not 
splits, and certainly not complex two way splits. I think you should be 
way beyond the sort of matters you are asking about now before you begin 
with splits, especially spits on both sides (BOTH the debit side and the 
credit side involve multiple accounts).

** Even the simplest transactions have two sides, two accounts are 
affected. If you entered a transaction:
debit    account A      amount Z
credit   account B      amount Z

and you realize oops, I meant that to be C, not B, you open account A, 
find the transaction, and change the other account form B to C. You 
CAN'T do it by opening account B and trying to change it there. This has 
special relevance for dealing with amounts in either the Orphan or 
Imbalance special accounts. To fix those you first open say Imbalance, 
find the transaction you need to fix the amount, note the OTHER account 
referenced, open THAT account, find the transaction, and change 
Imbalance to what it should be.