10. Select
OK
when you are done making your changes. The Transaction List screen displays with the
new column order.
11. If you want to view transactions using a different filter, select
Filter list...
.
12. Select
Done
to return to the Transactions screen.
Editing transactions
Follow the steps below to edit the transactions that have been processed on your system. When you edit
a transaction, you are changing the account a transaction was processed against.
Note:
If users are enabled on your system, this feature is only available to users with supervisor access rights.
If you are using Business Manager accounting, this feature is available to all users.
1. Select the
Manage Accounts
button in the Mailing tile on the Home screen.
2. Select
Transactions
.
3. Select
View and edit transactions.
By default, the Filter Transaction List screen displays with
the criterion from the previously selected filter. You can select a new filter from the Saved Filters
list, or you can add or edit criterion to create a new filter.
To select a saved filter:
a. Select
Saved Filters
.
b. Select a filter from the list and then select
Next
.
4. Select
View transactions
. The View and Edit Transactions screen displays with a list of
transactions that match the criterion of the filter you selected.
5. Select the transaction you want to edit.
Accounting
Pitney Bowes
Operator Guide
February, 2018
Page 175 of 349
