See what’s been changed on a transaction

Modified on Mon, Sep 28 at 11:19 AM

Every change to a transaction is recorded on the transaction, with who made it.

Where to look

Open the payment from Reporting → Transactions. You may see an Edit History section on the payment details.

If you don’t, contact DealerWorks Support and we can tell you what changed.

What it shows

The person who made the change, and each field that changed — the old value struck through, the new value beside it. A department move reads as the old department crossed out and the new one next to it. Every edit is made by DealerWorks on your behalf, so the name shown is the DealerWorks support agent who made it, not anyone at your dealership.

Refunds and voids are recorded too

A payment that has been reversed shows an icon next to it in the transaction list, and the payment itself lists each event — the original amount, and anything that has gone back as a negative figure.

That list is the quickest way to see whether something has already been partly refunded.

Related: Fixing a transaction — start here · Edit a cash or check transaction · Move a transaction to another department · Refund a payment

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