Run the Untransmitted Records report.
Remember: To protect the audit trail, only untransmitted records can be edited.
Select a Report
From the View tab select 'Untransmitted records'. If you are using a version prior to 2013 you would need to select Reports and then in the drop down menu choose 'Untransmitted Records'.
Edit A Record
Select a record to edit by clicking the triangle to the far left so the row turns blue, then click on 'Actions' from the reports sub-menu, then 'Edit a Record'.
This will then open the Edit screen as below.
Edit information as needed, then click 'OK'. Run the report to see the changes.
Records that can be edited:
You can edit transactions as long as they have not been included in a Bank Positive Pay file.
Records that cannot be edited:
Once a record has been included in a file, regardless as to whether it was actually transmitted to the bank, the record cannot be edited.