Mass update transaction dates

Issue/Question


I dated my fees wrong. How can I fix this?

Resolution


To fix the Transaction Date on multiple transactions:

  1. Go to Transaction > Search.
  2. Enter the desired filters to narrow down the transactions.
  3. Click Submit.
  4. From the list, check the boxes for the transactions you want to change or leave all boxes clear to edit all.
  5. Select the pencil icon in the upper right corner.
  6. Under Transaction Date, select the desired date.
  7. Click Save Changes.

⚙️Note: User Permissions may limit access to this feature or functionality.

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