Edit Transaction Details

You can edit transactions that are in Open or Approved status.

A transaction in Closed status cannot be edited. However, if the transaction was closed in the current accounting period, you can change the status back to Approved and edit transaction.

To edit transaction details, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click CommandMC.

  4. On the left toolbar, click Transactions transactions-icon.

  5. Click the Transaction tab at the top of the page:

  6. Search for the correct transaction. For more information, see Search Transactions.

  7. Click the transaction number to view the transaction details.

    • If the transaction is in Open status, you can edit the information in the sections by clicking the Next and Back buttons in the lower right corner. When complete, click Save Progress & Close. To abandon any changes, click Exit From Transaction.

    • If the transaction is in Approved status, click the edit icon, edit-icon in the top-right corner. You can edit the information in the sections by clicking the Next and Back buttons in the lower right corner. When complete, click Save Progress & Close. To discard any changes, click Exit From Transaction.