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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Transactions

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. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
  2. On the Open tab, click the ellipsis icon beside an open transaction and select one of the following:
    • Edit
    • Delete
  3. 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. See Accounting Roles and Permissions for more information.
As you review your transactions before you post them, there could be some that were entered twice or are incorrect. If you spot more than one, follow these steps to delete a group of transactions at once.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
  2. Select the transactions you want to delete.
    1. If you want to delete all of them, select the check box to the left of Date/Ref.
  3. Click Select an action... and select Delete Transactions.
  4. To confirm, click Delete.
Realm Accounting

Last updated: July 11, 2023

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