Page Comparison

...

1. Navigate to the Groups Overview page.
2. Select, or create the group you wish to post a transaction for. 
3. Choose the option to post a One Time Accounting Transaction from the Group Actions Menu.
   Image RemovedImage Added
   
4. A pop-up will prompt the user to select between a transaction of the same amount, or differing amounts per household. Select the different amount option.
5. The first step will be to enter in the general information that will occur on all the transactions posted for the group.
   1. Type: Enter in a transaction type, whether the transactions posted will be credits, charges or adjustments.
   2. Posted On Date: Select a posted on date for the transactions, this will be the same for all households.
   3. Default Description: Enter in a description that will be defaulted to all the transactions posted for each household. The next step will offer a chance to individualize descriptions for households that may have a differing transaction description.
   4. Cancel: Click this button to cancel the transaction and return to the Group Overview page.
   5. Next: Click this button to move to the next step.
      Image Added
6. This step allows the customization of the households transactions such as, account to be posted to, amount, and if need be, a description that differs from the default set in the previous step.
   1. Household Name: Offers a list of the head of household name for each group member.
   2. Account Selection: The account will be defaulted to the account selected upon creation of the group, however, you have the option to change the account form this step.
   3. Transaction Type/Category: This dropdown will offer categories/subcategories related to the households account to be selected for the transaction.
   4. Description: Enter a description here if you wish it to differ from the default.
   5. Amount: Enter in the distinct transaction amount for each household listed.
   6. Cancel:Click this button to cancel the transaction and return to the Group Overview page.
   7. Submit: Click this button to confirm and post the transactions.
7. Success! A transaction has been posted for each of the households within the group.