/
Payments/Transactions

Payments/Transactions

Owned by Rachel Laudner

Navigation

Item Transactions

How to Modify Posted/Paid and Open/Unpaid Transactions.

Material on Hand: How to Create a Transaction Using Material on Hand, Increase the Material on Hand Quantity, and Removing/Zeroing out Material on Hand.

How to Create a Tally Sheet (Document and Itemize Truck Loads).

Create a Pay Estimate / Payment Request and Route for eApproval.

Payment Funding Reports

How to View the List of Transactions Before Completing the Payment.

How to Add and Remove Transactions from an Open Payment.

How to Add, Modify, and Release Payment Retainage.

Integrate Payment Data into New Roads.

View Funding Values by Project: Report and Document.

How to Add Item Transactions.

 

Related content