View the List of Transactions Before Completeing the Payment

Owned by Support (Unlicensed)
Last updated: Jul 20, 2022 by Gabrielle Fuchs
1 min read

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 will also show open transactions that were not included in the selected payment which can be added.

  1. From the Contract menu, click on ‘Payments’.

  2. Click on ‘Details’ next to the payment.

  3. From the Payment menu, select ‘Transactions’.

  4. Review material on hand, adjustments, and transactions that are included in the payment. There is the option to ‘Remove from Payment' if the transaction should be pulled into a future payment instead.

  5. Review material on hand, transactions, and adjustments that are not included in the payment. There is the option to ‘Add to Payment’ if the transaction should be listed on this payment.

    1. If a transaction is created after the payment has been created it would need to be manually added.