Possible reasons why certain transactions cannot be modified

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There are certain situations in which a transaction, or certain fields of the transaction record, cannot be modified or deleted in the Actions > Enter Transactions screen.  This topic describes a number of situations that can cause one or more transaction fields to appear grayed out (unavailable).

If a staff member is in a security group that does not have security rights to edit or delete journal entry type transactions, all fields in this screen will be grayed out and unavailable. Show screen.

The administrator can change the settings in the Setup > Firm Information > Security Groups screen to allow them to do those tasks. Note that you can set up a security group so that members can modify certain transaction types but not other types.

Related topics

Reconciling bank accounts

Changing the posting period for a client

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