Transact - Post a Transaction

Owned by Beth Hess (Unlicensed)
Last updated: Feb 01, 2018 by Former user (Deleted)Version comment
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.

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

  1. Click Transact - Post a Transaction.
  2. Search and select the household you wish to perform a transaction for. 
  3. Select a Transaction Type.
  4. Click "OK".
  5. The transaction wizard will then be launched for the specified household.