Pending Transactions

How do I designate a pending transaction?
When entering or editing a transaction, set the Pending field to “YES.” Select the pending type and enter a memo if you’d like. Once the transaction is fina...
Tue, 19 Jul, 2022 at 9:36 AM
Can I add a new pending type?
Yes, you can add a new pending type when adding or editing a transaction. Click on Select Pending Type in the drop down box and then click on “New/Edit”. Ty...
Tue, 19 Jul, 2022 at 9:38 AM
Can I edit or delete a pending type?
Yes, you can edit or delete a pending type when editing or adding a new transaction. Click on Select Pending Type in the drop-down box and then click on “Ne...
Tue, 19 Jul, 2022 at 9:42 AM
Can I change the order that the pending types appear in the dropdown box?
Yes, you can change the order that the pending types appear when adding or editing a transaction. Click Select Pending Type in the drop-down box and then cl...
Tue, 19 Jul, 2022 at 9:46 AM
How do I see if a transaction is pending?
Locate the Pending column on the Transactions Grid in the Transactions and Invoices Module and set the filter for the column to “is true”. This will filter ...
Tue, 19 Jul, 2022 at 10:05 AM