Managing Transactions
In this article, you will learn how to manage transactions.
Managing Transactions
In this article, you get a quick overview of all the most important information about managing Transaction data.
Below you will find described operations that you can perform on Transactions.
The actions which you can take:
if the Transaction wasn’t matched:
Edit Transaction
Match with member
See details
if the Transaction was matched:
See details
Matching Transactions
Typically, Transactions are tied to a specific Member. However, if you create a Transaction using the system and don't match it to a Member, as an Administrator you can do so later.
It's possible to match a transaction with a member from a Single Transaction view:
Editing Transactions
In this part, you will learn what Transactions you can update and how to do it. To update a Transaction, first, you have to check that the Transaction hasn’t been matched - only such Transactions can be updated.
To update Transaction:
Choose unmatched Transaction
Click the context menu
Click Edit transaction
Make changes
Click EDIT TRANSACTION to save changes
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