To edit Ledger data in the Strata Collect application, please follow the guide below.

The video below demonstrates the steps for editing the ledger and debt data.




Step 1: Ensure You Are Logged In and on the Home Screen
Make sure you are logged into your account and on the home screen of the appBefore proceeding, confirm that you are logged into your account and are on the home screen of the application.

Step 2: Navigate to the Ledgers through the Matter view
From the home screen, open the relevant matter and click on the Ledgers tab to access all ledger-related features.

Step 3: Select Relevant Ledgers
Click on any ledger entries that have been added.
Note: If a ledger appears grayed out, the debt has already been imported into the matter. A warning message will also be displayed.

Step 4: Editing the debt
To make changes, go to the Debts tab, click the Edit (pen icon) next to the entry you wish to modify, and update the necessary details.

Step 5: Save Your Changes
After making your edits, click Save. The updated information will now appear in the debt record.