Bulk Edit & Cancellation in A/R Center

  • Updated on Nov 6, 2025
  • Published on Jul 25, 2025
  • 1 minute(s) read
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This article will go over how to do Bulk Cancellations, Bulk Edit Amount Due, and Bulk Edit Due Dates. This can be useful if you are trying to edit many accounts at once with the same information.

Important Note:

Taxes are shown as separate line items in A/R Center, which is different from the Transaction Browser, however, taxes work the same as other refunds and are refunded as part of the original transaction. If a tax line item to cancel/refund is selected, a warning will show on the result page that taxes cannot be refunded separately. The rest of the selected transactions will go through as expected. warning message tax

Bulk Edit Walkthrough

Bulk Cancellation

Bulk cancellation within the A/R Center allows users to cancel or refund hundreds of transactions at once. Upon canceling the transaction(s) of interest:

  • Background job will run in the background

  • The refunds will go to user credit

  • If refunding a registration, users will automatically be removed from the session roster and teams

  • Logs will be recorded

  • User will be notified once the process is complete

Instructions

  1. Navigate to Financial, and then select A/R Center
    Rec Nav Menu Financial AR Center.png

    1. Select the Bulk Edit button
      Rec AR Center Bulk Edit button.png

  3. Select the transaction(s) you wish to cancel
    Rec AR Bulk Edit Name Check Box.png

  4. Click Cancel Transactions
    Rec AR Bulk Edit Cancel Transactions.png

  5. Click Confirm on the pop-up that says Cancelling the transactions will refund them. If applicable, reservations will be cancelled and users will be removed from session rosters.
    Rec AR Center Bulk Edit Confirm Cancel.png

  6. Once the Cancelation has been processed you get a notification and can view the details of the bulk edit
    Rec AR Bulk Edit Notifications.png

Bulk Edit Due Dates

  1. Navigate to Financial, and then select A/R Center
    Rec Nav Menu Financial AR Center.png

  2. Select the Bulk Edit button
    Rec AR Center Bulk Edit button.png

  3. Select the transaction(s) you wish to Edit
    Rec AR Bulk Edit Name Check Box.png

  4. Click Edit Due Dates
    Rec AR Edit Due Dates.png

  5. Use the Edit Box to Update the New Due Date
    Rec AR Edit Due Dates Box.png

  6. Click the Save button
    Rec AR Edit Due Dates Box Save Button.png

  7. Once the Cancelation has been processed you get a notification and can view the details of the bulk edit
    Rec AR Bulk Edit Notifications.png

Bulk Edit Amounts Due

  1. Navigate to Financial, and then select A/R Center
    Rec Nav Menu Financial AR Center.png

  2. Select the Bulk Edit button
    Rec AR Center Bulk Edit button.png

  3. Select the transaction(s) you wish to Edit
    Rec AR Bulk Edit Name Check Box.png

  4. Click Edit Amounts Due
    Rec AR Edit Amounts Due Button.png

  5. Fill in the Percentage box for the New Amount Due
    Rec AR Amounts Due Percentage.png

  6. Click the Save button
    Rec AR Amounts Due Save Button.png

  7. Once the Cancelation has been processed you get a notification and can view the details of the bulk edit

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