Payment Reference and Status Handling
How payment references differ from statuses and how Work Planner displays pending, failed, and missed states.
Read articleTransactions help
Help for Transactions in Work Planner.
Articles
Linked Customer, Job, and Invoice Selector Flows
How the customer, job, and invoice selector popups behave inside the transaction form.
Read articleTransaction Detail View
What the transaction details popup shows, including linked entities, dates, financial values, and schedule information.
Read articleEditing a Transaction
How to edit an existing transaction, including linked entities, automatic fee handling, and recurring occurrence warnings.
Read articleCreating a Transaction
How to create a new transaction and what the transaction, linking, and financial fields control.
Read articleTransactions List
How to use the Transactions list to search ledger items, filter by type and date, and open transaction actions.
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