Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Click on the "Reports" tab in the main menu.
Step 2: Select the "Financial summary" tile.
Step 3: Make sure you are at the "Client" option under the "View" section and then filter with the "AR - NSF" type and dates to facilitate the search.
Step 4: Select the NSF to be modified from the list and click on the "Edit" icon.
Step 5: Make the desired changes to the date or description of the transaction.
Step 6: Click "Save and Close" to save the changes.
Note that if the NSF payment you wish to modify is included in a period for which the bank reconciliation is closed, it will not be possible to modify it. The bank reconciliation will have to be open to allow the transaction to be modified.