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View/Edit Transactions (Details) Tab
This tab appears when you select a resident name from
the Transaction Inquiry selection grid. Use this tab to view or edit transactions sorted by resident.
Fields
Property
The display-only property name that appears on
reports and lists.
Building
The display-only building number that appears
on reports and lists.
Unit
The display-only unit number that appears on reports
and lists.
Name
The resident's display-only name or ID.
Status
The display-only lease status. For instance, Current,
Previous, On-Notice and so on.
Address
The resident's display-only street address.
Batch#
The identifying batch number. Select the batch
number to display the appropriate modify tab. Use the details on that
tab to edit the transaction.
Bank Book
The display-only bank book number associated with
the transaction.
Src
The display-only source
code applied to the transaction.
Description
The display-only transaction description.
Type
The display-only transaction
type.
Date
The display-only transaction date.
Amount
The display-only transaction amount.
Ref #
The display-only reference number.
Created By
The display-only identity of the person who created
the batch.
Created On
The display-only date and time when the batch
was created.
Delete
Select the Delete icon
to delete the transaction from the batch. Remember, only transactions
within an unapproved batch can be deleted.
Reverse
Select the Reverse icon
to reverse the transaction. Remember, this process cannot be undone.
See
Also
View/Edit
Overview
View/Edit
Transactions Task Selection Grid
Select
Resident View/Edit Transactions Tab
View/Edit
Transactions (Batch 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