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82.9. Edit Transaction Limits

Transaction limits are associated with a specific election and have certain default amounts.

How to Modify Limits

You can modify your database's limits by taking the following steps:

1. Going to Settings > Edit Election Periods OR Edit Transaction Limits.
2. Click Edit Period Limits for the period you want to make adjustments to.
3. Click Modify Limit for the record type you want the limit to apply to, enter the desired amount(s), and then click Update.
   • Different record types can have different transaction limits, so you'll need to be aware of which type is being selected on a record's profile. For example, a Candidate Committee and an Political Party Committee may not be subject to the same limits, so you'll need to be sure to select the proper type on a record's profile to make sure the right limit is applied to that record.
4. Alternatively, you can apply edits to multiple record types at once by checking off all of the desired record types, entering the desire amount(s) into the Reset fields at the bottom, and then clicking Reset Limits. Note that you can select all record types by checking the box to the left of "Entity" in the upper left hand corner.

Import Notes About Limits

• Transaction limits are automatically set to a default amount when a database is first created, so it may need to be edited based on your committee's requirements. If your committee doesn't have transaction limits for a certain record type, you can simply set it to a high amount.
• Limits are also set for specific record types, so make sure you're aware of your records' types when setting up your limits.
  • Be aware that since committee/organization records have more specific committee/organization record types selected on their profiles, limits can affect certain records in different ways, i.e. a limit may not affect Committee A while it will affect Committee B because they don't have their committee type set to the same option.
• Once limits are set for a period, you should begin to get transaction limit warning messages when saving transactions that would push that particular record over the limit for the selected election period.
• Since limits are set for each election period, once you start using a new one, you'll have to set the limits for it (newly created periods will have its transaction limits set to the default amount).