How to Edit a Ledger Transaction

Occasionally, you may need to update a ledger transaction's status or make entry adjustments. This guide will outline the steps to edit a ledger transaction using the Modern Treasury dashboard.

To edit a ledger transaction

1. Login to Modern Treasury
2. Navigate to the Ledgers section
3. Select the desired ledger object
4. Click on the 'Transactions' tab
5. Search for the transaction you wish to edit
6. Once on the transaction page, from the 'Actions' dropdown menu, click 'Edit'
7. Begin making adjustments to the transaction
   • You can update the status (please note: posted transactions become immutable)
   • You can also make changes to the entries, description, and metadata as you see fit
8. Click 'Save' to finish editing the Ledger Transaction