Transaction Status

Transaction Statuses can be used to track the state or condition of the transaction record.

They can be configured to be generic to all transaction types, whether a Personal Transaction or Company Transaction, or can be tied to a specific transaction type.

Creating Generic Status

1. Click the Transaction Types hyperlink on the Global Settings menu under the Company & Account Settings heading.

2. Click the Status tab above the list of Transaction Types.

3. The Transaction Status window, and any existing statuses, should appear to the right of the Transaction Type list

4. Click on New - Transaction Status to begin adding a new status.

5.