Edit sold stock information

1. Access the record of the Sold stock payment to edit. For information about how to access a payment record, refer to Search for Transactions.

2. Select the Stock Sales tab.

3. Under Stock sales, select the double arrows beside the transaction to edit.

4. Select Edit or Adjust. The Edit stock sale screen appears. The items on this screen are the same as the Sell stock screen. For information about the items on this screen, refer to Sell a Payment of Stock.

5. Edit the information as necessary.

6. If the Post status field on the record displays “Posted” and you edit a field that affects the general ledger, such as Sale amount or Fees, the Adjustment frame is enabled. Enter information about the adjustment.

   1. Enter the dates to associate with the adjustment and the posting of the adjustment to the general ledger.

   2. In the Adjustment reason field, select the reason code to explain the need for the adjustment.

   3. In the Adjustment details box, enter any additional information about the adjustment.

   Note: When you edit posted revenue and its change affects the general ledger, the program automatically generates a reversal transaction and tracks the adjustment.

7. Select Save. You return to the payment record.