Edit

Front Office

Edit fields within a record. Navigate to the Edit action displayed at the top of right the record. For example, the Edit action is displayed at the top right of the Client record. Where selected, fields will be enabled for editing within the record.

Edit items within lists. Where this action is available it is displayed next to each item within a list. For example, Edit a Comment within the Comment section of a record. Where selected, the record will be displayed for editing.

Back Office

Edit items within lists. Where this action is available it is displayed next to each item within a list. For example, Edit a Payee record.

In some cases, where you select the View action, the screen opens in Edit mode. For example, viewing a Pay Company, the screen opens in Edit mode.