Restrictions when editing existing transactions

Issue/Question

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Is it possible to update a transaction that has already been posted?

Resolution

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To protect important data, not all fields in a transaction can be edited, and there are restrictions on when the amount field of a fee or payment can be changed.

What can't be edited:

• The amount of a fee transaction cannot be edited if it is linked to a payment.
  • Unlink the payment from the fee to make the edit and then relink it.
• The amount of a payment transaction cannot be edited if it has been applied to fees.
  • Unlink the fees to make your edit and then re-apply the payment.
• The amount of a refunded payment transaction cannot be edited.
• For ePayments, the following fields cannot be edited: Location, Transaction Date, Transaction Type, Amount, Payment Method, Check #, Credit Card Last 4, or Date Paid.
• The following fields cannot be edited for payments and refunds: Transaction Date, Transaction Type.