Correct missing or inaccurate data

Edit a field that Kelviz extracted incorrectly, or fill in one it missed.

Last updated

Who can do this: Reviewers, operators, admins, and owners.

Steps

  1. 1

    Open the ticket and find the field in the "Extracted fields" panel.

  2. 2

    Select Edit next to that field, enter the correct value, and select Save.

Expected result

The corrected value is saved and used from then on — for reporting, matching, and the amount billed if this charge is approved.

Common errors

Fields can't be edited.
Once a charge is approved, its fields (and its match) are locked. If something needs to change after approval, reject it first, or ask an owner/admin how your organization handles corrections after approval.

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