FastTrac: Updating a Transaction | Receipt
How to update a transaction / receipt
Summary
Join Zach Malloch as we review the how to update receipt information using Transaction Update.
Video
Transcript
This Fast Track video will cover updating a receipt with the transaction update program. This utility is generally used to correct one of the following issues, cash or check being transposed during the payment process. Posting dates needing to be updated, cash drawers need to be updated or user IDs needing to be updated. In order to use this program properly. You will need access to the transaction update program, permissions to update pertanent fields receipts or household number and transaction dates of the problem transaction and knowledge of what needs to be done to correct the transaction. In the menu, start to Type transaction and then select transaction update once it's available. In the first Field, enter your receipt number or use the search options below. With the receipt selected, Click Update receipt. On the right hand side of the Screen, update the information as it should have originally been entered. Note if you do not have access to the Field you need to change you may need to your supervisor to update your permissions in RecTrac. Once you're verified, the information is correct Click Update. Note. This will not produce a new principal receipt but it will update the appropriate RecTrac fields to ensure all reports and financial interfaces have the proper information. Once the receipt has been updated. You can rerun your reports and verify that the updates have applied as you wish them to. For more help. Please review the transaction update edition of RecChat from 05/06/2021 or the RecTrac built in help.