Posting, Modifying, and Viewing Transactions

Managing transactions effectively involves viewing, modifying, and posting them. This ensures accurate records and smooth operations. The steps are as follows:

1. Navigate to Inventory > Purchases > Transactions.
2. Select the transaction you wish to modify/view. Use CMD+F to filter and sort by column headers.
3. Viewing the transaction will not enable you to modify any information in it.
4. Modifying will allow you to update the transaction.
5. Once viewed or modified, double-check the information for accuracy.
6. To post the transaction:
   • Option 1 – Right-click the transaction and select Post.
   • Option 2 – Select Tools > Process > Post Transaction.
   • Option 3 – Navigate to the Post Transactions screen, mark the transaction, and select Process.

For more detailed instructions, please refer to the Inventory > Purchases > Transactions article.