Edit custom fields in a crediting transaction

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Edit custom fields for a single transaction or multiple transactions simultaneously.

Edit a single custom field

Edit the information in a single custom field on the transactions table.

  1. In the transactions table, find the transaction where you want to edit custom field data.

  2. Click on the custom field in the table.

  3. Update the field data as needed.

  4. Press Enter.

Mass edit custom fields

Use the mass edit option to edit multiple transactions and multiple fields simultaneously or multiple fields for a single transaction.

  1. Select the checkbox for each transaction you want to edit custom fields for.

  2. Click Actions > Mass Edit.

    Select each transaction you want to update and select Actions > Mass Edit.

  3. From the Field dropdown, select the custom field you want to edit data for.

  4. In the Value column, type what you want to update the data to.

  5. Optional. If you want to update multiple fields click the plus and complete the Field and Value fields.

    Fields and add button highlighted for mass updating custom fields.

  6. Click Confirm.