Entries can be edited or deleted within the Monthly Snapshot.
To do this:
- Go to Monthly Snapshot.
- Click on the pencil icon next to an entry to start making changes.
Once in the editor, you can make changes to the:
- Status of the entry
- The amount
- The type from Cash-in to Cash-out or vice versa
- The category
- The invoice date
- Payment terms
- Due date
- Payment date
- Memos and tags
You can also easily clone or delete the entire entry by using the buttons at the bottom right.