Add, Edit, Delete Transactions

We have made updates to the ability to adjust transactions. You can make adjustments to transactions in your Tank’s activity table, including adding, editing, or deleting past or recent transactions. 

NOTE: If a transaction volume is edited or a transaction is deleted the system will prompt a reconciliation in order for changes to take effect. For more information on inventory reconciliation refer to this help article: Inventory Reconciliation  


Where to Access the Feature

The Add, Edit, or Delete functions are available by going to My Assets - Tanks. Click on the tank you would like to edit. 

Add Transactions

In order to Add a transaction, go to the Activity tab on the Tank Details page and click Add Transaction.
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You may add the following transaction types: 

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Click the Select button beside the transaction type you wish to add, then fill in the necessary transaction details and click Done


Edit Transactions

In order to Edit a transaction, go to My Assets-Tanks. Click on the tank with the transaction you would like to edit. Click on the transaction. 
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Click on Edit Transaction. Edit the necessary fields
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Click Next 

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Insert any notes and update custom tags if applicable.


View Transaction Edit History

When a transaction is edited, the previous version of that transaction is saved in the transaction's edit history. Click on a transaction and select View Edits

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Delete Transactions

In order to Delete a transaction, go to My Assets- Tanks. Click on the transaction you would like to delete. Click Delete Transaction

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Confirm deletion

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View Transaction Delete History

When a transaction is deleted, you can choose to view all deleted transactions in the Activity table. To access deleted transactions:

  1. Go to My Assets- Tanks
  2. Click on Transaction Filter 
  3. Select Show Deleted Transactions 

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If a transaction has been deleted, it will appear in the Activity table. 

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