1. EDITING TRANSACTIONS OneOffice provides for correction of typographical errors and the occasional times you may decide to change a naming convention or chose a different pay group. Again a previous transaction can not be deleted only edited.

2. To edit a transaction highlight entry line and select “Edit Transaction.”

3. All data fields are editable since this transaction is still Open. To make modifications simply select data field make revisions and once satisfied select “Modify Transactions.” If at any time you choose to exit select “Cancel” and without saving altered information OneOffice will return to the Item Record window. TIP: As stated before a transaction can not be deleted but you can edit the quantity to ZERO and delete data in non shaded fields. If you anticipate additional transactions in the future change the date to one in following year and come back and edit with new information later.

4. To correct a POSTED transaction highlight entry line and select “Make Adjustment.” OneOffice will not allow an adjustment to OPEN transactions, refer back to “Edit Transaction.” ADJUSTING Posted Transactions

5. As before Date: data field defaults to the current, but with the Select-a-Date you may choose date that matches the entry being Adjusted. The QUANTITY: data field will accept either positive or negative values. Negative values can not exceed that being adjusted, total of original and adjusted transactions can not be less than zero. Although optional, entering a reason for the adjustment in the Comments field is advised. At this time the Stn-to-Stn field will be blank, on the item sheet, additional information, such as matching Sta-to-Sta will be useful when auditing entries in finalizing project. Selecting the “Add Adjustment” will add a transaction line with the information provided.