Update multiple transactions at once

Issue/Question


I posted a bunch of transactions and realize I made a mistake. Is there a way to mass edit the transaction information?

Resolution


Transaction Search can be used to mass update some, but not all, transaction details. Review the Restrictions when editing existing transactions. 

To mass update transactions:

  1. Go to the Transactions menu > Search
  2. Use the Search Criteria to narrow down the transactions as needed
  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. Edit the fields as needed
  7. Click Save Changes
  8. Click Yes, I'm Sure when prompted to confirm the changes 

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

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