There are several User Permissions that control the ability to manage features related to Edit Transactions.
User Permissions play a crucial role in protecting your data by controlling who can access, modify, or perform specific actions in your system. Review Protect Your Account - User Permission Guidelines for more information.
To adjust a User's permissions, go to the Gear icon > Settings > Manage Users & Permissions > User IDs (click on a UserID) > User Permissions (left menu). Note: If a User is logged in when changes are made to their permissions, they'll have to log out and back in for the changes to take effect.
Permissions Related to Edit Transactions
| Category | User Permission | Enables access to |
| Families | Edit Transaction | Edit a single transaction. |
| Transactions | Edit Payment Amount | Edit the payment amount. |
| Edit Original Fee | Edit the original fee when posting a transaction. | |
| Edit Payment Transaction Date | Edit transaction date on payments (excludes ePayments done within Jackrabbit - these cannot be changed). | |
| Mass Edit Transactions | Select the Transactions menu > Search results grid > Edit Transactions (icon) to mass edit transactions. | |
| Reports | Transaction Search | Search and Recent Transactions from the Transactions menu. |
See Permissions for Jackrabbit Users for more information.
