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How to edit a transaction

The details of a transaction can be manually edited by users who have permissions to view the asset linked to the transaction. The video below shows how a transaction can be edited via the transaction card:

 

To launch a transaction card, it is not always necessary to navigate to Datahub > Financial > Transactions/Bank Statements. Various sections on the platform display transactions from where the transaction card can be launched and edited. Some instances include the Home and Views Dashboard, shown below:

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