Video instructions

1. Run report 101-Transactions, selecting "Detailed transactions with items", for the approximate date period when the mistaken data occurred, and export the report to Excel. This will help you identify the mistaken transactions.
   
   
2. Click on the Edit NX Transaction module on the NEO homepage.
   
   
3. There are two ways to search for a transaction:
   a.If the mistaken transaction occurred with a specific client reference code, search the transaction by entering the code to retrieve all their transactions.
   b.If the mistaken transaction occurred on a specific date (you should be able to identify this with the report above), search by date.
   
4. Click the Edit button (pencil).
   
   
5. Edit the mistaken items, or Delete the transaction entirely.