How to Edit or Delete Transactions in a Batch
This topic shows you how to edit or delete transactions in an Open or Review batch.
If you need to edit transactions in a closed batch, go to How to Fix Posting Errors in a Closed Batch.
To edit or delete transactions in a batch, you must have Offering > Add/Edit permissions tied to your login credentials. This permission is set in the Administration module on the ParishSOFT Modules tab in the staff user's record. Access to the Administration module is restricted to organization administrators only.
Editing or Deleting Transactions
If you have a number of transactions in a batch that you want to edit, we recommend that you use the Bulk Change Batch Status feature. This feature saves you time by allowing you to make changes to
multiple records at the same time. For details, go to How to Simultaneously Edit Multiple Contributions in a Batch
- 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:
.png)
. 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 
.
Related Topics
How to Simultaneously Edit Multiple Contributions in a Batch
How to Fix Posting Errors in a Closed Batch