Cash receipts entered by the user with a status of Open or Deposit Pending can be edited from within the Cash Receipts option, if needed.
Note: If necessary, contact the Business Office to make changes (from within General Ledger) to a cash receipt with a status of Deposit Pending Locked.
How to edit a cash receipt:
Select the Cash Receipts menu (or select the Cash Receipts menu and then Cash Receipts).
On the Cash Receipts screen, select the Cash Receipts tab if not already selected.
The cash receipts previously entered by the user in the last six months display showing the applicable status (Open, Deposit Pending, Deposit Pending Locked, or Deposited). If desired, change the filters to modify the cash receipts listed on the screen.
Click the More (…) button to the right of the cash receipt to edit and select View/Edit, or double-click on the cash receipt.
Make the desired changes to the cash receipt.
To add a new line item to the cash receipt, complete the blank line at the bottom of the list within the detail section.
To delete a line item from the cash receipt, click the Delete button to the right of the desired line, and then click the Delete button when prompted.
After all the changes have been made, click the Save button.
Click the X to close the entry screen.