CNFS Offering - Batches: How to Edit Batch Details

How to edit batch details 

The details of a batch (name, total, and fund) can be changed if the batch is Open, Committed, or Quick Entry, and you have the Access Rights to make changes in the Offering Module.

1) Go to "Batches" under the Offering Module and click the "Edit Batch" button next to the Batch you wish to change.2017-12-15_16-27-20.jpg

2) Click the "Edit" button.

2017-12-15_16-30-41.jpg

3) Make the desired changes and give a reason for auditing at the bottom of the window.  Then click "Save".

2017-12-15_16-41-30.jpg

4) Click "Close" and you're done.

2017-12-15_16-43-03.jpg

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.