Editing and Deleting Accounting Transactions

Screenshot showing where to edit, void, or delete an invoice in Patriot Software

Both Basic and Premium Accounting customers now have the option to edit or delete a transaction. This includes the following transaction types:

  • Customer invoices
  • Customer payments
  • Vendor Invoices
  • Vendor Payments
  • Journal Entries

Depending on the transaction, you will see options to edit, void, or delete in your list of actions.

We also have a new Modified Transactions report to show what has been changed. See the help article Modified Transactions Report.

Also see Void or Delete a Transaction: What’s the difference?

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