Editing a transaction

The system allows Manager type users to edit existing transactions if necessary.

There is a separate article for Adding a transaction.

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From the main Transactions list page, or a Member's transaction list page. Click the ID number of a transaction to reach the editing window.

The editing window shows all of the information of a transaction, and allows amending the details.

Click Save when finished to update the transaction.

The Cancel button immediately discards any changes.

The Delete button is covered in Deleting a transaction.

Note: Any action related to transactions, such as editing or deleting, is recorded in the Activity log for the system.