---
title: "Manage multiple transactions for a crediting rule"
slug: "manage-multiple-transactions"
description: "Export, and lock or unlock a group of transactions on a crediting rule simultaneously to prepare commissionable events for compensation."
tags: ["exclude transactions", "include transactions", "lock transactions", "multiple transactions", "unlock transactions"]
updated: 2026-02-17T22:25:01Z
published: 2026-02-17T22:25:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage multiple transactions for a crediting rule

Transactions provide a snapshot of the list of transactions from the effective date of the crediting rule. Use the transactions table to check the data pulled in from the commissionable event before locking the transactions to prepare for commissions calculations.

## Export transactions data

1. On the **Transactions**header, click the **menu ⋮** and select **Export Data**.

![Export Data option highlighted from the Transactions menu.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(251).png)
2. Save the file to your computer or check your downloads folder to access the file.

## Lock and unlock a group of transactions

Once you have validated the transactions, lock a group of transaction to prepare them for commissions calculations. When a group of transactions are locked they are immutable and cannot be changed.

> [!NOTE]
> Note
> 
> - Ensure you validate transactions before they are locked. Once transactions are locked, they are immutable and cannot be changed.
> - Some commissions administrators have the ability to unlock transactions and make changes, if needed, but this is not recommended.
> - All changes are tracked in the audit log.
> - [Excluded transactions](/plan-and-pay/docs/manage-transactions-for-a-crediting-rule#exclude-and-include-transactions) will not be locked or included for commissions calculations.

1. Go to **Commissions > Crediting Rule**.
2. Find and select the crediting rule where you want to update the payees for a transaction.
3. Click **Transactions**tab, unlock or lock transactions as needed:

LockUnlock

1. On the **Transactions**header, click the **menu ⋮** and select **Lock Transactions**.

![Lock Transactions option highlighted from the Transactions menu.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(252).png)
2. Select the date range in the **Start Date** and **End Date** fields for the time period you wan to lock transactions.
3. Click **Lock Transactions**.

![Start Date and End Date fields highlighted in the Lock Transactions window.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(250).png)

1. On the **Transactions**header, click the **menu ⋮** and select **Unlock Transactions**.

![Unlock Transactions option highlighted from the Transactions menu.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(253).png)
2. Select the date range in the **Start Date (Effective Date)** and **End Date (Close Date)** fields for the time period you want to unlock transactions.
3. Click **Unlock Transactions**.