Transaction Attachments
How to attach receipts and supporting documents to a transaction, which file types are accepted, and how to preview or remove them later.
Read article: Transaction AttachmentsTransactions help
Help for Transactions in Work Planner.
Articles
Payment Reference and Status Handling
How payment references differ from statuses and how Work Planner displays pending, failed, and missed states.
Read article: Payment Reference and Status HandlingLinked Customer, Job, and Invoice Selector Flows
How the job selector, derived customer display, and invoice selector behave inside the transaction form.
Read article: Linked Customer, Job, and Invoice Selector FlowsTransaction Detail View
What the transaction details popup shows, including linked entities, dates, financial values, and schedule information.
Read article: Transaction Detail ViewEditing a Transaction
How to edit an existing transaction, including linked entities, automatic fee handling, and recurring occurrence warnings.
Read article: Editing a TransactionCreating a Transaction
How to create a new transaction and how the job-led linking, invoice, and financial fields work together.
Read article: Creating a TransactionTransactions List
How to use the Transactions list to search ledger items, filter by type and date, and open transaction actions.
Read article: Transactions ListLinked 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 article: Linked transaction recordsTransaction 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 article: Transaction detailsEditing 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 article: Editing a transactionCreating 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 article: Creating a transaction