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Transaction Browser


 

Adjust Fee Codes (GL Edit)

 

Overview 

This article will show you how to adjust your Fee Codes through the GL Edit screen.

Instructions

  1. Navigate to Functions > Transaction Browser
    financial_transaction_browser.jpg
  2. See our article on Using the Transaction Browser for instructions on how to view a specific user's transactions
  3. Select a Receipt Number
    select_a_receipt_number.jpg
  4. Navigate to the GL Edit tab
    navigate_to_the_GL_edit_tab_to_edit_GL_fields.jpg
  5. Adjust GL Codes, as needed
    adjust_GL_codes_as_needed.jpg
    • Payment Code: Select the payment code
    • Amount: Adjust the amount
    • Cost Center: Select a cost center (if applicable)
    • Revenue Code: Select a revenue code (if applicable)
  6. Select Save GL 
    select_save_GL_to_save_adjustment.jpg



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