Modify financial transaction

Use these instructions if you need to change something about the way a membership or optional donation or an event registration payment was recorded in the database.

Overview

Sometimes a financial transaction needs to be deleted so you can start over. Sometimes you need to add or change information to a transaction already recorded in the database.

Do not worry that changes you make will affect the ASURA financial records. The official financial records are kept in ASURA's accounts at the Foundation, and there is no impact on those records from changes made in the membership database.

Financial transactions in the membership database are important for purposes of knowing who is a paid-up member and who is not, who has paid the registration fee for an event, for acknowledging optional donations and for generating information about donation patterns.

Instructions

Begin by opening the member's record.
In the upper right area you will see a blue "Financial transactions" link. Click on that.
Click on the "Payments & refunds" tab. You will see a list of all the payments (including donations) and refunds that have been recorded for this person. The list is in chronological order from newest to oldest.
Locate the transaction you want by scrolling through the list or by entering something relevant in the Search box, such as "scholarship". Note: Don't hit return after entering something in the Search box -- the list is generated as you type.
Open the transaction by clicking on its date. You can now see buttons at the top that include "Edit" and "Delete".
If you need to delete the transaction entirely, click on the Delete button and confirm.
If you need to change something, click on the "Edit button", make the changes, and click on the Save button at the top. You can use the Cancel button while editing if you change your mind about editing this transaction.

Updated 16 Aug 2024 by Connie McNeill