Need to view or update the information for a one-time transactions in bulk? You've come to the right place. Check out the steps below!
Bulk Editing Payment Associations
1) Head to the Fundraising Tool > Transactions Table
2) Apply any Filters that you may need to narrow down your list of transactions to be edited (optional)
3) Select transactions one-by-one, or use our downward arrow to select them in bulk
4) Once you've selected your transactions click Actions > Edit Associations
5) Input your new associations and click Update All
Bulk Editing Receipt Delivery Status
To bulk edit the Receipt Delivery Status for multiple transactions, you'll want to first go to your Fundraising Tab and then go to your Transactions.
1) Select the transactions you want to update.
2) Click Actions > Mark as Delivered via Mail or Mark as Delivered - Method Unknown.
Editing Bulk Transactions Training Video
Watch as Elsie goes through the motions of editing a Campaign association in bulk!