How to Edit Transaction Data

iTracer lets you edit the available transaction data in the interface file extract. The available transaction data fields depend on the the selected data fields from Allocation Setup. You can edit all transaction data fields in the interface file extract.

Additionally, transactions can be split between multiple cost centers. We'll cover this functionality later.

Edit transactions

All changes made to the interface file extract are temporary and do not affect the permanent data file. Once you create your interface file and perform a Final Write and Clear, the temporary interface file extract is deleted from the database. All changes made to the interface file extract are removed from the iTracer database.

To edit transaction data, select Edit Transaction Data from the Allocation Function drop down box.

All transaction data fields that you defined in Allocation setup are displayed in a table.

To edit any field in a transaction, click the Edit button to the left of the transaction.

Using your mouse, point to the Edit button on the example below to view the Edit Transaction form.