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Transaction mode and editing a row

Click a file name to see the original document beside its voucher and edit any field before it is posted.

Updated 10 October 20261 min read

On this page

Click the file name on any row to open transaction mode. The original document is on the left. The voucher header and its lines are on the right.

What you can edit

  • Date, party, and party ledger.
  • Voucher type and narration, the description Tally will show.
  • Each line's description, amount, and ledger.
  • Totals, with thousand separators as you type.

Each expense or income line is classified on its own. A taxi line can go to Transport even if the header suggested something else.

Narrations

When a row only has a short reading-service description, AutoBooks writes a bookkeeping-style narration when you open the row or send it to Tally. You can edit it at any time before it is sent.

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