Editing a Transaction Source

Prerequisites

To edit a transaction source, you should have:

  • Account identifier types defined in the application

Procedure

To edit a transaction source:

  1. Search for the transaction source in the Transaction Source screen.
  2. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the transaction source whose details you want to edit.

    The Transaction Source screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Transaction Source Displays the transaction source. Not applicable
    Description Used to specify the description for the transaction source. Yes
    Account Identifier Type Used to indicate the type of account identifier that will be received from the transaction source. Yes
  3. Modify the required details in the Transaction Source screen.
  4. Click Save.
    The changes made to the transaction source are saved.

Related Topics

For more information on... See...
How to search for a transaction source Searching for a Transaction Source