Transactions : Batch Update

Batch update for Transactions (Logs and Payments) allows to change the Fund Source assignments.

• Login with your Access.
• Click the Transactions menu option.
• Click on the Batch Update option.
• Batch Update Screen displays.
• There are two options for Batch Updates.  
• Updates for Payment Transactions
• Updates for Transaction Logs
• Click on the Search button of the appropriate section.
• Fund Source Batch Update screen displays.
• In the search options, fill out the criteria to search for records.
• Click on the Search button.
• Search Results if any will display in the listing below.
• Set the old and new fund source selections.
• Click on Update button
• Confirmation message will be displayed.