AutoRec Users have the ability to edit a transaction from the AutoRec Matching module!
Perhaps your team made revisions to a journal entry, but the change occurred after you uploaded your GL transactions to AutoRec. Instead of resetting your entire upload to address this transaction, you can make your edits directly within the familiar AutoRec module.
From the Transactions tab, a "pencil" icon will appear when you hover over a given transaction. Clicking this pencil will launch the Edit Item window for you to complete your revisions.
You may edit one or more of the four original inputs:
- Reference 1
- Reference 2
When you are satisfied with your edits, simply click "Save" to update your transaction: