Overview
At some point, you might realize you recorded a charge incorrectly and need to edit the posted charge on a lease. This is useful if the balances on a lease are not correct and need to be adjusted. Once you make adjustments, the balance on the lease will change.
The Steps
To edit a charge on a lease, click Leasing > Leases on the main menu.
Find and click on the lease you want to edit a charge for.
On the lease, click on the Transactions tab. Find and click on the charge you want to edit.
On the Post Charge window, make the necessary changes. (Or use the trash can icon on the top right corner if you change your mind and decide to delete the transaction.) You can edit the amount, date, account category, and description.
Add any relevant files and click Save to finish.
Your changes are saved, and the lease balance updates to reflect the new charge amount — this could result in either a balance due or a credit on the lease, depending on how the amount changed.
Tip: If you'd rather delete the charge, read the article: Delete a Charge on a Lease.


