Coding Treasury Card Transactions (How-to)

How to change the Ledger Account for a Treasury Card Transaction:

1. Log in to LegFi.
2. Navigate to the Financial Accounts page.
3. Open the Treasury Account associated with the Treasury Card.
4. Locate the Treasury Card transaction on the Transaction Details page.
5. Click the Actions menu next to the card transaction and select Edit.
6. Select the appropriate Expense or Revenue account from the Ledger Account(s) drop-down menu.
7. Click Save Transaction.