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.

ClosedFields

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

 

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