Page Comparison

The "Transact" button, prompts to search for the household you wish to post a transaction for. After choosing the household you may follow through with the transaction, for a step-by-step guide on posting payments/charges, transfers, and adjustments see Accounting.

Image RemovedImage Added

Post a

...

Transaction - (See also Posting Payments, Posting Adjustments, Posting Charges, or Transfers)

1. Click Transact - Post a Transaction.
2. Search and select appropriate household 
3. Payment tab
   1. Enter Post-On Date (Defaults to date of transaction)
   2. Enter payment Amount
   3. Select Account payment should be applied to
   4. Select Category of payment
   5. Enter Description of payment if applicable
   6. Click Next
4. Allocation tab
   1. Select which outstanding charge to apply payment to
   2. Enter amount to apply
   3. Click Next
5. Review tab
   1. Review payment details
   2. Click Post
6. Success! tab
   1. This shows an overview of transaction made
   2. Click Close

...

1. the household you wish to perform a transaction for. 
2. Select a Transaction Type.
3. Click "OK".
4. The transaction wizard will then be launched for the specified household.