View Edit Transactions Resident Details Tab

This tab displays when View/Edit is selected from the Resident Transaction Inquiry Tab. Details displayed at the top of this tab are for reference only and cannot be edited.

The View/Edit link that provides access to this page is available only for users with the Ledger—View/Edit Transactions security permission.

Bach #

The batch number where the transaction is posted. Click the linked number to display additional view/edit options. If the batch cannot be edited, the system displays Modify/Delete not allowed for this transaction.

BankBook

Identifies the number of the bank book where the transaction is posted.

Src

The source code used to identify the transaction.

Description

A brief description of the source code.

Type

The transaction type.

Date

The transaction date.

Amount

The transaction amount.

Ref #

If used, the reference number assigned to the transaction.

Created By

The user name who created the batch where the transaction was posted.

Created On

The date the user created the batch where the transaction was posted.

Delete

Select this button to delete the transaction from the grid. A confirmation message display. Select the OK button to delete the transaction. Notice it is removed from the grid.

Reverse

Select this button to reverse the transaction. Reverse a transaction when you want to correct a transaction without deleting it—for tracking purposes.

Resident Transactions Details Tab