Duplicate transactions can occur. Sisu makes it really easy to merge your duplicate records, while ensuring critical transaction values are retained with the real transaction.

  1. Select the two records you would like to merge from the transaction screen.

  2. Click Bulk Change.

  3. Select the Merge option from the drop-down menu.

    Note. If you do not see the Merge option, reach out through the orange chat bubble and we will turn it on for you.

  4. Select the data that you would like to retain from the record that will be archived (the record on the right) with the retained transaction (the transaction on the left).

  5. When finished, click Save Changes.

  6. On the confirmation screen, click Let's do it! The duplicate transaction will be placed in Archived status if it needs to be restored.

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