---
title: "Editing a Batch"
slug: "editing-a-batch"
updated: 2026-08-09T20:22:26Z
published: 2026-08-09T20:22:26Z
canonical: "help.infoodle.com/editing-a-batch"
---

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

# Editing a Batch

## Before you begin

#### Permissions required:

You will need the **Finance Admin** role to edit, close, or re-open a batch.

---

## Where to edit a batch

1. Click **Finance** in the left navigation menu.
2. Click **Transaction Processing**.
3. Click the **Batches** tab.
4. Use the search filters to find your batch, then click **Search**. Leaving the fields blank returns all batches.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KFWOFLP1.png)

---

## Adding transactions to an open batch

Open batches let you add transactions at any time. From the **Choose a function** dropdown, select one of:

| Option | What it does |
| --- | --- |
| **Add individual transaction** | Enter a single transaction manually |
| **Add collective transaction** | Record a collective (grouped) transaction |
| **Add bulk** | Add multiple transactions at once |
| **Statement Import** | Import transactions from a bank statement file |

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-S3T3RQO3.png)

---

## Editing individual transactions within a batch

1. Click **Choose a function** next to the batch and select **View transactions**.
2. Locate the transaction you want to edit.
3. Click **Edit** next to it.

> **Locked transactions**: If a transaction has already been included on a generated tax receipt, the **Edit** button is replaced by the receipt number. To edit the transaction you must first go to **Finance → Printed Receipts**, delete the receipt to unlock it, make your changes, then re-issue the receipt. The new receipt will have a new receipt number — the original number is not reused.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-EHB0PRTU.png)

---

## Viewing reports

From the **Choose a function** dropdown, select **View report** to see a summary report for that batch.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-ABKG5CYU.png)

---

Related articles

[Viewing Batches](/v1/docs/viewing-batches) [Closed Batches](/v1/docs/closed-batches) [Editing a Transaction](/v1/docs/editing-a-transaction) [Deleting a Transaction](/v1/docs/deleting-a-transaction) [Reconciling Transactions](/v1/docs/reconciling-transactions)