How to Edit or Delete Transactions in a Batch
This topic shows you how to edit or delete transactions in a batch. To edit or delete a transaction, the batch containing the transaction must be in the Open or Review state.
Who Can Edit or Delete Transactions?
Only users with Development User and/or Development Admin permissions can access batch records. These permissions are set on the Diocese Directory & Web Solutions tab in the staff user's record.
Editing or Deleting Transactions
On the Home page, you can open the DM Batches page by selecting Batches in the navigation bar or by clicking a page link (for example, Open) at the bottom of the Batches card.
- On the Home page, open the DM Batches page.
- The page opens in card view. To switch to grid view, click this button in the upper right:
. - In the batch list, locate the batch you want to edit. To quickly find the desired batch, use the Search or Filter function.
Position your mouse over the Info icon 
to find out what type of data the Search bar accepts.
- Do one of the following:
- In card view, click
to open Postings page for the batch. - In grid view, click
.
- In card view, click
A list of transactions currently posted to the batch is displayed.
- Do one of the following:
- To edit a transaction, click this button to the left of the one you want to modify:
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. Make the desired changes. Click 
to save the batch. - To delete a transaction, click this button to the right of the one you want to delete:
.png)
. When prompted to confirm the deletion, click 
.
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