Transaction Edits and Outcomes

This article serves to identify what edits are possible within transactions, with an explanation of what happens for each type of edit. Some edits to transactions keep the original Transaction (ie, "transaction ID") in tact, while other types of edits will create a new Transaction ID. 

 

Payment TypeAdmin Area LocationUser ActionTransaction OutcomeTransaction IDs
CardTransaction List EditEdit any fieldUpdated In-PlacePreserved
CardManual Entry BatchEdit any fieldUpdated In-PlacePreserved
Bank/ACHTransaction List EditEdit any fieldUpdated In-PlacePreserved
Bank/ACHManual Entry BatchEdit any fieldUpdated In-PlacePreserved
Scanned CheckTransaction List EditEdit any fieldUpdated In-PlacePreserved
Scanned CheckTransaction List EditEdit Fund Updated In-PlacePreserved
Scanned CheckCheck Scanning Batch (Committed)Add Multiple FundsUpdated + New CreatedNew ID for New Transaction
Scanned CheckCheck Scanning Batch (Committed)Delete Fund AmountsDeletedAssociated Transaction will be deleted
CashTransaction List EditEdit any fieldDeleted + New CreatedAll New IDs
CashCheck Scanning Batch (Committed)Edit any fieldDeleted + New CreatedAll New IDs
CashManual Entry Batch (Uncommitted)Edit any fieldDeleted + New CreatedAll New IDs
CashManual Entry Batch (Committed)Edit any fieldDeleted + New CreatedAll New IDs
CheckTransaction List EditEdit any fieldDeleted + New CreatedAll New IDs
CheckCheck Scanning Batch (Committed)Edit any fieldDeleted + New CreatedAll New IDs
CheckManual Entry Batch (Uncommitted)Edit any fieldDeleted + New CreatedAll New IDs
CheckManual Entry Batch (Committed)Edit any fieldDeleted + New CreatedAll New IDs
Non-CashTransaction List EditEdit any fieldDeleted + New CreatedAll New IDs
Non-CashManual Entry Batch (Uncommitted)Edit any fieldDeleted + New CreatedAll New IDs
Non-CashManual Entry Batch (Committed)Edit any fieldDeleted + New CreatedAll New IDs