Add and edit records
Not everything comes as a PDF. Opening balances, a supplier somebody phoned in, a correction after a conversation — all of it has to be typeable.
- A walkthrough video, then how to add one and edit one
- Editing in a table: click to select, click again to edit
- Why the Create Record button will not press
- Why Merchaint will not argue with your dates
- Where to look when you need to undo an edit
01 · Video
Feature walkthrough
02 · Why
Why do we have this?
Not everything comes as a PDF. Opening balances, a supplier somebody phoned in, a correction after a conversation — all of it has to be typeable.
03 · How
Add one
- Press
Add Recordat the top of the module. - Fill in the fields. Anything with a red asterisk is required.
- Press
Create Record.
The form matches the types: dates get a calendar, money gets a box with a currency symbol, Select fields get a list. See Columns and data types.
Edit one
You can change a value straight in a table — the record grid or the line items — or on the record page. Every table works the same way, like a spreadsheet, except that the first click only selects.
- Click a cell to select it. Nothing opens yet, so you can move around without changing anything.
- Click it again to edit it — or double-click it, press
Enter, or just start typing. What you type replaces the value. - Press
Enterto save. The cell stays selected.Escapethrows the change away, and clicking anywhere else saves it.
| Key | What it does |
|---|---|
| Arrow keys | Move the selection one cell. |
Tab / Shift + Tab | Move right or left, on to the next row at the end of one. While you are editing, it saves first. |
Enter or F2 | Edit the selected cell. While you are editing, save it. |
Escape | Throw the change away. With nothing open, it clears the selection. |
Delete or Backspace | Empty the selected cell. |
Ctrl + C (⌘ + C on a Mac) | Copy what the cell shows. |
Ctrl + V (⌘ + V on a Mac) | Paste into the selected cell. |
A paste is read the way the column reads anything you type: a number column takes a number, a date column a date, a Select column one of its options. If the value cannot be read — or could be read two ways, like 03/04/2026 — nothing changes and the cell tells you why. Copy several cells and only the first one is pasted. A column where you pick from a list of records cannot be pasted into; pick the value instead.
Two things answer to a single click: a checkbox ticks straight away, and a link opens. A cell you can see but not change — on a closed record, for example — still selects and copies; it just never opens for editing. On a comparison, a cell's second click opens its details, such as the match result, instead of an editor.
On the record page, click the value you want to change. It becomes editable in place. Click away to keep it.
04 · Expected result
The record appears in the grid straight away. Edits save as you make them — there's no save button on the record page.
05 · Troubleshooting / notes
| What you see | What it means |
|---|---|
Create Record won't press | A required field is empty. Look for the red asterisks. |
| The first click on a cell only selects it | That is on purpose. Click it again, or start typing, to edit it. |
| A cell selects but never opens for editing | The record is closed or archived. See Open, closed and archived records. |
| A paste changed nothing | The value isn't one the column can read, or it could be read two ways. The cell says which. |
| The date is a month out | The greyed days at the top of the calendar belong to the month before, and they're clickable. |
06 · FAQ
Common questions
There isn't one on the record page. Changes save as you make them.
Yes. Click the cell to select it, then click it again — or just start typing. Enter saves it.
Not by typing. Bring them in as a spreadsheet — see Import a spreadsheet.
Not directly. The Logs tab on the record shows what changed and when — see The record page.
It's probably closed or archived.