Edit or delete a financial transaction

Modified on Mon, 21 Jul at 9:45 AM

In this article we'll cover how to:

  • edit a financial transaction
  • delete a financial transaction.


If a transaction type is Charge, you cannot edit or delete it. These are locked by the HearLink system to preserve financial accuracy.




Edit a transaction

  • Navigate to Finance.
  • Click the Edit iconon the Transaction you want to modify.



  • Update the Transaction details as required.



  • Click Submit to save your changes.



Delete a transaction

  • Locate the Delete icon on the Transaction you want to delete.



  • Click the Delete icon.
  • You'll be shown a warning message. 



  • Click Delete to confirm and delete the transaction. 


Warning: Once a transaction has been deleted this action cannot be undone. Please proceed with caution!

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