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 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 ...
How Can I View / Search For Transactions?
For best practices searching transactions, click here. Here are the steps to view or search for transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Click on the "All Transactions" tab (if needed) Search ...
Why Are Some Fields Missing When Viewing Transactions?
When a transaction is imported, we store: Fields you provided during the import System fields calculated by the system using the above For example, suppose that you import transactions containing a field called "Total", with values such as "$12.34". ...