As transactions occur, it is important to update your records accurately. Updating records is essential for several reasons. It corrects any errors made during the initial entry, ensures accurate adjustment of account balances and allows for the inclusion of any new information that may have been missing initially.
When recording a transaction for the first time, you can choose to save it as a draft or publish it:
Draft vs Published Transactions
Draft: You can edit and update the record freely at any time.
Published: The transaction is already included in your financial records. Editing options are limited, but certain changes can still be made (e.g., adding a WHT to an invoice).
Here is a brief guide on how to update your record.
Steps in updating a record:
Log in at https://app.tyms.io and navigate to the section where your records are displayed.
Select the record you want to edit.
Click the three-dot icon located at the far right of the transaction row.
Select Edit to modify the record details.
If the transaction is Draft, you can edit all details.
If the transaction is Published, editing options are limited.
Update the details you want to change or add.
Click on "Save" to update the record.
