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Edit or Delete a Charge on a Lease
Edit or Delete a Charge on a Lease

Correct mistakes for charges posted on a lease.

Samuel avatar
Written by Samuel
Updated yesterday

Overview

At some point, you might realize you recorded a charge incorrectly and need to edit or delete 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

Edit a Charge on a Lease

  1. To edit a charge on a lease, click Leases from the main menu and then click Active Leases.

  2. Find the lease you want to edit a charge for, and click on it.

  3. Click on the Transactions tab and find the charge on the lease you need to edit.

  4. Click on the 3 dots on the right side of the transaction line and choose Edit.

  5. On the Post Charge window, make the necessary changes. (Or use the Delete button in the lower left if you change your mind and decide to delete the transaction.)

  6. Add any relevant files and click Save.


Delete a Charge on a Lease

  1. To delete a charge from a lease, click Leases on the main menu and then click Active Leases.

  2. Find the lease you want to delete a charge on a lease for, and click on it.

  3. Click on the Transactions tab and find the lease charge on the lease you need to delete.

  4. Click on the three dots on the right side of the transaction line and choose Delete.

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