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Transaction Status

767 bytes added, 13:09, 3 October 2013
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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.
 
[[Image:TransactionStatus.png]]
 
3. The Transaction Status window, and any existing statuses, should appear to the right of the Transaction Type list
[[Image:TransactionStatus2.png]]
 
4. Click on New - Transaction Status to begin adding a new status.
 
[[Image:TransactionStatus3.png]]
 
5.
[[Category:Transactions]]
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