You can edit an existing Accounting Route to update its transaction route information or modify its operation routes.
1
From the Accounting Routes page, find the Accounting Route you want to edit, click the three dots () from the Actions column, and select Details.
2
A detail sheet opens on the right side of the screen, displaying the route configuration including all operation routes, their types, validation rules, and accounting entries.
3
Click Edit at the bottom of the detail sheet.
4
The edit form opens with the existing configuration pre-populated, using the same multi-step layout as the creation wizard.
Remove operation routes using the delete button on each card
The Operation Type (Source, Destination, or Bidirectional) of an existing operation route cannot be changed. To change the direction, delete the operation route and create a new one.
6
Click Update Transaction Route to apply your changes.
To inspect an Accounting Route without editing it:
1
From the Accounting Routes page, click the three dots () from the Actions column and select Details.
2
A detail sheet opens on the right side of the screen, displaying the route configuration including all operation routes, their types, validation rules, and accounting entries. If an operation route has a Code assigned (set via API), it is also displayed in the detail sheet.
You can also expand a row in the Accounting Routes table to see a summary of its operation routes directly in the list view.
You can remove a single operation route from an Accounting Route without affecting the rest of the configuration:
1
Open the Accounting Route in Edit mode (via Details → Edit).
2
Find the operation route card you want to remove and click the delete button.
3
Confirm the deletion in the dialog that appears.
A valid Accounting Route requires at least one source and one destination operation route, or at least one bidirectional route. Removing an operation route that breaks this requirement will need to be corrected before saving.
