View/Edit Transactions - Task Selection Tab

Make the following selections from the eSite menu to display this tab:

Ledger—View/Edit

Use this tab to select a view /edit task. Refer to fields list for additional information.

ClosedFields

By Batches

Select this option to view or edit transactions sorted by batch and to display additional batch search criteria.

Criteria

Cash—mark this option and select the Save button to display the Cash Batch Tab.

Adjustment—mark this option and select the Save button to display the Adjustment Batch Tab.

Show batches created on or after—enter the date to show batches created on or after using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

By Resident

Select this option and select the Save button to view or edit transactions sorted by resident  to display the Select Resident View/Edit Transactions Tab.

See Also

View/Edit Overview

Select Resident View/Edit Transactions Tab

View/Edit Transactions (Batch Details) Tab

View/Edit Transactions (Resident Details) Tab

To View/Edit a Journal Entry

To Search for a Batch Entry

To Delete a Batch Entry

To Reverse a Batch Entry

To View/Edit a Resident Transaction

To Delete a Resident Transaction

To Reverse a Resident Transaction

Ledger Overview

Cash Journal Tab

Adjustment Journal Tab

 

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