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 job selector, derived customer display, and invoice selector 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 how the job-led linking, invoice, and financial fields work together.
Read articleLinked transaction records
OverviewThis article explains when to use linked transaction records, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Read articleTransaction details
OverviewThis article explains what users can review and do from transaction details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view
Read articleEditing a transaction
OverviewThis article explains how to use editing a transaction in Work Planner, including the main fields that shape how the transactions record behaves once it is saved.When to use thisUse this article when an existing
Read articleCreating a transaction
OverviewThis article explains how to use creating a transaction in Work Planner, including the main fields that shape how the transactions record behaves once it is saved.When to use thisUse this article when you are add
Read articleTransactions list
OverviewThis article explains how to use transactions list in the transactions area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you
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