How do I edit a transaction?
Created by: Support Team
Modified on: Fri, 15 Jul, 2022 at 4:34 PM
From the Transactions Grid or from the constituent's Transaction Tab, click on the dollar amount for the transaction to be edited.
The transaction record will open and you can edit the fields except for the type. Once the type has been saved, it cannot be changed. If the wrong type was assigned, the record would need to be deleted and re-entered to correct it. Be sure to screen print or jot down applicable information before deleting a record. Deleted information is not recoverable.
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