Manage Open Transactions
Edit a transaction's information or delete it.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Open tab, click
beside an open transaction and select one of the following:
- Edit
- Delete
- If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.
Delete Multiple Open Transactions
Delete multiple open transactions at the same time.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Select the transactions you want to delete.
- If you want to delete all of them, select the check box to the left of Date/Ref.
- Click Select an action... and select Delete Transactions.
- To confirm, click Delete.
Copy and Create New Transactions
Copy and create a new transaction from one you've already posted.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Click Posted.
- Select the transactions you want to copy.
- If you want to copy all of them, select the check box to the left of Date/Ref.
- Click Select an action... and select Copy & Create New Transactions.
- Enter the Transaction Date and click Copy & Create New Transactions.
- Copied transactions will display in the Open tab.