To view "Edit" screen of Credit Card / Cash you need to first get onto the Chart of Accounts page.

Step 1. From "Home Page" by clicking on Chart of Accounts icon.

Step 2.From left menu by clicking on Accounting then Chart of Account.

Step 3.Once you are on Chart of Account page you will see account number, account name, account category, current balance and action columns where you will see complete details of accounts. 

1.Search by Account: Users can search for an account by entering the term in this field.

2.Add New Account: Users can add new record of the accounts from this button.

3.Account Name: This column will show account names.

4.Account Category: This column will show account category.

5.Current Balance: This column will show current balance of an account.

Action: This column will show action options which are Register, Rename and Report.

6.Register: This link will show complete transaction register of an account.

7.Rename: This link will rename account number, account name and account category.

Step 4. User click "Register button" of Checking account then it will open new screen Account Register.

i.Register link next to accounts will open complete register of account transactions users can "Edit" those transactions and see increase and decrease of balance.

1.Account Name Drop Down List: This drop down list will show selected account of which register you have opened.

2.Ending Balance: This header will show ending balance of an account.

3.Date: This column will show date of the transaction.

4.Txn Number: This column will show transaction number.

5.Reference Number: This column will show Reference number.

6.Account: This column will show Account name.

7.Payee: This column will show payee name.

8.Reconciled: This column will show Reconciled.

9.Increase: This column will show increase of rate in transaction.

10.Decrease: This column will show decrease of rate in transaction.

11.Balance: This column will show total balance of a transaction.

12.Edit Button: User click "Edit" button then it will open new screen to update the Credit Card / Cash record.

Step 5. User click "Edit" button then it will open new screen to update the Credit Card / Cash record.

1.Bill/Credit: Users will select Bill or Credit from this drop down list for which Credit Card payment have been made.

2.Purchase From: From this list users will select customers or vendors from which items were purchased.

3.Credit Card/Cash: User click dropdown and select the "Credit Card / Cash" option in this dropdown.

4.Reference Number: User enter the "Reference number" in this field.

5.Txn Number: User can see auto generate "Txn number" in this column.

6.Payment Date: From this field users will select the date of payment.

7.Due Date: User select "Due Date" in this field.

8.Site/Location: User click dropdown and select "Location" in this dropdown.

9.ACCOUNT: From this drop down list users will select Credit Card account.

10.AMOUNT: Users will enter amount that have been deposited in this field.

11.MEMO: Users will enter memo for this transaction in this field.

12.CUSTOMER: User will select the customer to which item was sold from this drop down list.

13.BILLABLE: Users will tick this check box if transaction is billable.

14.DELETE: This button will delete a record from the list.

15.Add More: This button will add more records to the list.

16.Expense Amount: This field will show total expense amount.

17.Total Amount: This field will show total amount of the transaction.

18.Memo: Users will enter memo for this transaction in this field.

19.Save Changes: If you click "Save changes", then it will show you changes that you saved.

20.Save & New: If you click "Save and New", then is will redirect to create screen of Credit Card after saving record.

21.Save & Exit: If you click "Save and Exist", then it will redirect to the Credit Card screen.

22.Print: If you click "Print" button then it will generate the item report.

23.Delete: If you click "Delete" button then it will all the record is deleted.

24.Copy: User click "Copy" button then it will create duplicate the same screen of Credit . 

25.Upload File:User click "Upload" button then it will upload the image in this field.

Step 6. User click "Print" button then it will generate the Report.

1.Download Icon: User click "Download icon" then it will download the report.

2.Print Icon: User click "Print icon" then it will Print the report.

Step 7. User click "Copy" button then it will create duplicate the same screen of Credit Card.