Editing transactions on the Connect+ Series and SendPro P
Learn how to edit transactions on the Connect+ Series and SendPro P.
Products affected: Connect+® 500W, Connect+® 1000, Connect+® 2000, Connect+® 3000, SendPro® P1000, SendPro® P1500, SendPro® P2000, SendPro® P3000
Follow the steps below to edit the transactions that have been processed on your system. When you edit a transaction, you are changing the account a transaction was processed against.
Note: If users are enabled on your system, this feature is only available to users with supervisor access rights.
Note: If users are enabled on your system, this feature is only available to users with supervisor access rights.
- Select the Manage Accounts button in the Mailing tile on the Home screen.
- Select Transactions.
- Select View and edit transactions. By default, the Filter Transaction List screen displays with the criterion from the previously selected filter. You can select a new filter from the Saved Filters list, or you can add or edit criterion to create a new filter. To select a saved filter:
- Select Saved Filters.
- Select a filter from the list and then select Next.
- Select View transactions. The View and Edit Transactions screen displays with a list of transactions that match the criterion of the filter you selected.
- Select the transaction you want to edit.
- Select the Actions button on the bottom of the screen and then select Edit transactions. The Edit Transaction screen displays.
- Select the Account field. The Select Account screen displays.
- Select the appropriate account and then select OK.
- Select OK to return to the transaction list.
- Select Done to return to the Manage Accounts screen.
UPDATED: 14 August 2021