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Edit a Charge on a Lease

Correct mistakes for charges posted on a lease.

Samuel avatar
Written by Samuel
Updated over 2 months ago

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

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

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

  3. On the lease, click on the Transactions tab. Then find and click on the charge you want to edit.

  4. 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.

  5. Add any relevant files and click Save to finish.

Tip: If you would rather delete the charge, read the article: Delete a Charge on a Lease.

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