Edit a Transaction

Edit a Transaction

You can edit a transaction in Qapita to reflect updates or corrections, as long as certain key fields remain unchanged.

To edit a transaction:

Step 1: In the left-hand menu, click Transactions to open the Transaction page.

Step 2: Locate the transaction you want to modify. Click the three-dot icon (⋮) next to it and select Edit Transaction. This opens the Edit Transaction screen.

Step 3: Make the necessary changes to the editable fields.

Step 4: Click Save to apply and finalize your edits.

Note: The following fields cannot be edited:
* Stakeholder Name
* Share Class
* Total Amount Invested