---
title: "Editing a Transaction"
slug: "editing-a-transaction"
updated: 2026-08-09T20:21:09Z
published: 2026-08-09T20:21:09Z
canonical: "help.infoodle.com/editing-a-transaction"
---

> ## 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 Transaction

After you have entered transactions or reconciled them, there are times when you may need to make changes. You can edit most transaction details directly from the transaction list.

## Before you start

#### You cannot edit a transaction that has already been receipted!

If the transaction has been included on a generated receipt, the receipt number will appear in place of the **Edit** button. To make changes, you must first delete the receipt (see [Deleting a Receipt](/v1/docs/deleting-a-receipt)), edit the transaction, then re-issue a new receipt

#### Gift Aid Transactions

For transactions that have been claimed through Gift Aid, a **correction** will need to be applied to your next claim.

#### Closed Batches

When a batch has been closed it is locked from further editing. You must re-open the batch before you can edit any transaction within it. Click **Re-Open** on the batch to do this. Remember to re-generate any reports and check balances again if you alter values in a closed batch.

See [Finance Terms](/v1/docs/finance-terms) for definitions of receipts and statements (terminology varies by country).

---

## Finding the transaction

1. Click or hover over **Finance** in the left-hand menu, then click **Transaction List**.
2. On the Transactions list you can search and filter by Date, Name, Account Code, Batch, and Type using the column filters.  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-FKCLQV25.png)
3. Each row has two action icons on the right:  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-4VAKN21L.png)
  - The eye icon — opens the read-only View Transaction screen.
  - The pencil icon — opens the **Edit Transaction** screen directly.
4. Click the **pencil (edit) icon** next to the transaction you want to change.

---

## Viewing a transaction before editing

Clicking the eye icon opens the View Transaction screen, which shows a full summary of the transaction details:

- **Transaction ID** and **Presented ID**
- **Donor** (links to the contact record)
- **Presented By** (the person who physically presented the transaction — shown as "Same as donor" if they are the same person)
- **Transaction Type** (e.g. Inkind, Account Code, Stock, Event, Membership)
- **Location, Campaign, Pledge Drive, Account Code**
- **Who To Receipt** and **When To Receipt**
- **Tax rebatable** status
- A **Summary panel** on the right showing the total Amount and Date

From this screen you can click **Edit** to open the edit form, **Delete** to remove the transaction, or **Back** to return to the list.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-GX6KM6H9.png)

## Editing the transaction

This screen is the same as when you added the transaction, just edit the section that you need, then click **Save**.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-72SCIXVD.png)

---

## Reassigning a transaction to a different person

If a transaction has been allocated to the wrong person, you can either:

- **Edit the transaction** and update the **Who presented this transaction** field to the correct person, then save.
- Go to the original person's profile, open their **Finance** tab, and use the reassign option to move the transaction to the correct contact. See **Individuals Finance Activity** for more information.