Editing a Transaction

This article goes over how to edit a transaction. Learn more how to bulk edit activities here.


Overview

You have the ability to edit manually entered transactions into your Kindful system. This includes transactions such as cash and check transactions. You can change a handful of things like the date, the Campaign, and the amount. 


Edit a transaction

On either Dashboard or Activity, find the transaction you're looking for and press the arrow on the far right of the transaction line.

transaction_activity.png

 
Edit the transaction.

edit_transaction.png

Make any edits you find necessary.

transaction_edit_screen.jpeg


After you've finished editing the transaction, press Save if you'r happy with what you did.

Made a mistake? Select Cancel and none of your changes will be saved.

 

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