Edit Transactions

You can add or edit a note or reason code for a transaction directly in the grid on the Transactions page by double-clicking in the field.

To edit notes and reason codes for multiple transactions:

  1. On the Transactions page, select each transaction to edit.

  2. Click the Edit icon.

  3. In the Edit Transactions dialog box, select the Reason Code check box, the Notes check box, or both. Edit each selected item.

    IMPORTANT: You must select the check box for each item you edit in order to save the changes. The Save button displays after a check box is selected.

  4. Click the Save button.

NOTE: Fields for matched transactions cannot be edited in the grid on the Transactions page.

You can edit a transaction when the transaction status is one of the following:

  • Unmatched

  • Unmatched (As of Period End)

  • Suspended

  • Pending Delete

  • Deleted

For reason codes, note the following information:

  • You can only assign reason codes that are active.

  • After the reason code has been updated, the change does not affect any prior matches, only future matches.

Permission to add and edit notes and edit reason codes is based on your role. See Access.

NOTE: Notes must be less than or equal to 250 characters.