Linked 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
Overview
This 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 this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Linked transaction records sits within Accounts / Transactions. It is designed to work alongside related articles such as Creating a transaction, Editing a transaction, Transaction details, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Cancel, Replace.
Important fields
- Transaction Type: Look for input such as “Select type”.
- Entry Date: Complete this value carefully before you save.
- Customer: Look for input such as “Select customer”.
- Invoice: Look for input such as “Select invoice”.
- Service: Look for input such as “Select service”.
- Job: Look for input such as “Select job”.
- Payment Method: Look for input such as “Select payment method”.
- Expense Category: Look for input such as “Select expense category”.
- Description: Look for input such as “Enter description”.
- Amount: Look for input such as “0.00”.
- VAT Rate (%): Look for input such as “0.00”.
- VAT: Look for input such as “0.00”.