The Transaction list is a report that will show users the transactions, adjustments, and material on hand entries that are included in the selected payment. The Transaction list List will also show open transactions that were not included in the selected payment which can be added.
From the Contract menu, click on Payments‘Payments’.
Click on ‘Details’ next to the payment.
From the Payment menu, select ‘Transactions’.
Review transactionsmaterial on hand, adjustments, and material on hand transactions that is are included on in the payment and click . There is the option to ‘Remove from Payment’ Payment' if you want the transaction to should be pulled into a future payment instead.
Review material on hand, transactions, and adjustments , and material on hand that is are not included in the payment and click on . There is the option to ‘Add to Payment’ .
...
if the transaction should be listed on this payment.
If a transaction is created after the payment has been created it would need to be manually added.
Related articles
| Filter by label (Content by label) | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|