How to Edit or Delete Transactions in a Batch
This topic shows you how to edit or delete transactions in a batch. To edit or delete a transaction, the batch containing the transaction must be in the Open or Review state.
Only users with Development User and/or Development Admin permissions can access batch records. These permissions are set on the Diocese Directory & Web Solutions tab in the staff user's record.
Editing or Deleting Transactions
- Open the Batches page.
- In the batch list, locate the batch you want to edit. To quickly find the desired batch, use the Search or Filter function.
Position your mouse over the Info icon 
to find out what type of data the Search bar accepts.
- Click
.
A list of transactions currently posted to the batch is displayed.
- Do one of the following:
- To edit a transaction, click this button to the left of the one you want to modify:
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. Make the desired changes. Click 
to save the batch. - To delete a transaction, click this button to the right of the one you want to delete:
.png)
. When prompted to confirm the deletion, click 
.
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