Manage External Transactions

 

Use the steps below to Search, Edit and Void previously created transactions.

 

Step Action Illustration

1

From the Bank Statements and Reconciliation Overview screen, click the Task icon and select.
 
The Manage External Transactions screen displays.

2

On the Manage External Transactions screen, enter information for an external transaction and click Search.
 
 

3

The Search Results list results display the external transactions meeting the entered search criteria.
 

4

Select the transaction needed, and click the Actions tab to select the action needed.

Updated 3/13/2019 JM