Overview
This article explains the different ways you can edit transactions in Xenett. There are a few ways how you can edit the transactions in Xenett.
Method 1: Quick Inline Edit
This is the fastest way to update a single transaction. Just simply click on any field that you like to update. Select the approrpriate value and click outside the table to save.
Method 2: Edit Transaction (Full-Screen View)
This method is useful when you need to update multiple fields for a transaction.
How to edit transaction in full-screen view
Right-click on a transaction or click the three-dot menu next to it.
Select Edit Transaction.
The transaction opens in a full-screen view, similar to how it appears in your accounting software.
Update any required information.
Click Save.
Method 3: Bulk Edit Transactions (Recommended for Efficiency)
Bulk editing is the most efficient way to update multiple transactions at once.
Steps
Select multiple transactions (for example, several Amazon Prime transactions).
Use Bulk Select to highlight all relevant entries.
A bulk action panel appears at the top.
Enter the shared details, such as:
Vendor name (e.g., Amazon.com)
Class
Location
Click Apply.
Important Note
All editing methods update both Xenett and your connected accounting software.
Explainer Video