Edit a credit card transaction

You can edit a credit card transaction if the following statements are true:

• It was entered directly in Sage Intacct on the Credit card transaction Information page.

• You have not yet included it in a charge payoff and it is in a Posted state.

  However, you can edit the Reference number, Payee, Description, and Attachment fields in Partially paid and Paid credit card transactions.

• It is not included in an employee expense report.

  In this case, you can only edit the Reference number, Payee, Description, and Attachment fields.

• The transaction has not been reconciled.

To edit a credit card transaction that has been included in a previous reconciliation, reopen the period and reopen the reconciliation.

To edit a credit card transaction that has been included in an expense report, first remove it from the expense report. This might involve deleting or reversing the expense report.

1. Within the entity, go to Cash Management > All > Credit card > Credit card transactions.
2. Find the transaction you want to edit.

3. Select More actions > Edit at the end of the row.

4. Make your changes.

5. Select Save.

1. Within the entity, go to Cash Management > All > Credit card > Credit card transactions.
2. Find the transaction and select Edit.
3. Make your changes.

4. Select Save.

Why am I unable to edit a credit card transaction?

Reasons why a credit card transaction cannot be edited

Reason	Solution
Do not have the required permissions.	You need Cash Management permissions for Credit card transactions: Edit, Lists
The transaction is associated with a debit card.	You can only reverse transactions associated with debit cards and cannot edit them.
The transaction is included in a charge payoff.	You can only edit the Reference number, Payee, Description, and Attachment fields. To change the GL account or line item Memo fields, reclassify the transaction.
The transaction is included in a draft or declined expense report.	You can only edit the Reference number, Payee, Description, and Attachment fields. To edit other fields, remove the transaction from the expense report. You can do this by: deleting the line item deleting the expense report selecting Remove transaction in the Show details section of the expense report
The transaction is included in a submitted or approved expense report.	You can only edit the Reference number, Payee, Description, and Attachment fields. To edit other fields, remove the transaction from the expense report. You can do this by deleting or reversing the expense report.
The transaction is included in a paid expense report	This scenario can happen if there's an expense report that contains both a non-reimbursable credit card transaction and another reimbursable line item that has been reimbursed back to the employee. In this case, you can only edit the Reference number, Payee, Description, and Attachment fields of the credit card transaction. To edit other fields, void the expense report in the appropriate register, then reverse or delete the expense report.
The transaction is in a Partially paid or Paid state.	You can only edit the Reference number, Payee, Description, and Attachment fields. To edit other fields, reverse the charge payoff. To edit the GL account, reclassify the transaction. View the transaction to check the status.
The transaction is included in a closed reconciliation.	You can only edit the Reference number, Payee, Description, and Attachment fields. Reopen the reconciliation to make other changes or reclassify to change the GL account.