Who Can Import, Edit, Or Delete Transactions?
Only full admins can import, update, or delete transactions.
Limited admins cannot import, update, or delete transactions.
You can also hide transactions from limited admins by editing workspace security settings.
To learn more about different roles, click here.
To learn more about limited admins, click here.
Related Articles
How Can I Bulk-Delete Transactions?
Here are the steps to bulk-delete transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions This searches all mapped fields For advanced searches (recommended for deletions) Click on ...
How Can I Delete A Saved Query?
Here are the steps to delete a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Load the query you want to delete (more details) Click on the menu dropdown at the top right (next to "Save Query") ...
How Can I Delete A Transaction?
Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for a transaction (more details) Click on the transaction row Click on "Delete" The transaction will be deleted Impact on Credits When you delete a ...
How Many Transactions Can I Have?
We will store the most recent 100,000 transactions for every workspace. Once this limit has been reached, transactions will be deleted (permanently) - starting with the oldest ones. If this is an issue, please contact our support team to request ...
What Are "System" Fields When Viewing Transactions?
When a transaction is imported, we store: Fields you provided during transaction import System fields calculated by the system using the above For example, suppose that you import transactions from a CSV file containing a field called "Total", with ...