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.

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