View source for ProDon:Transaction Logging (version 4)

{{Header_ProDon|1|4.7.3.4|Nadia Carrier|Nadia Carrier|2014/12/11}} 

== Introduction  ==

'''''ProDon''''' allows you to enter transactions of revenues associated with activities that have previously been defined in the [[ProDon:Donation Occasion Management|"Donation Occasion Management"]].&nbsp; 

Once the transactions are entered, you must transfer them, in order to be able to generate documents such as thank-you letters and receipts.&nbsp; 

To learn how to transfer a transaction batch, see [[ProDon:Validation and Transfer of a Transaction Batch|this document]].&nbsp; 

<br> 

'''CAUTION:''' To enter transactions with instant payment methods (credit card or bank transfer), the Electronic Transactions Module must be active in '''''ProDon'''''.<br> 

For more details on this module or to learn how to enter transactions with '''''Optimal''''', [[ProDon:Electronic Transaction Module - Optimal|click here]].<br> 

<br>

== Transaction Management  ==

The transaction logging is done in the "Transaction Management".&nbsp; 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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To go to the "Transaction Management", click on the "Transactions" menu, then select "[[Image:Bouton transactions.png]] Transactions". 

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| colspan="2" | [[Image:Transaction Logging 001.png]]<br>
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<br> 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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The Transaction Management allows you to enter and transfer the transactions in '''''ProDon'''''.<br> 

To add a new transaction, click on the [[Image:Button add plus.png]] button at&nbsp;<span style="color: rgb(255, 0, 0);">'''H'''</span>. 

To learn how to transfer transactions, see [[ProDon:Validation and Transfer of a Transaction Batch|this document]].<br> 

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| colspan="2" | [[Image:Transaction Logging 002.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to move from one transaction to the other in the grid at <span style="color: rgb(255, 0, 0);">'''S'''</span>.<br> 

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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to generate transactions for the donation commitments. The [[Commitment Module]] must be active in&nbsp;'''''ProDon''''' for this button to become available. <br> 

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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to import transactions from an '''''Excel''''' file. The transaction Importation Module must be active in&nbsp;'''''ProDon''''' for this button to become available.&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows you to add a new transaction.<br> 

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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows you to modify the transaction selected at <span style="color: rgb(255, 0, 0);">'''S'''</span>. To modify a transaction, select the transaction to modify, then click on the [[Image:Button Edit.png]] button. <br> 

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<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows you to delete a transaction at <span style="color: rgb(255, 0, 0);">'''S'''</span>. To delete a transaction, select the transaction to delete, then click on the [[Image:Button Minus remove delete.png]] button. <br> 

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<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Allows you to cancel the transaction selected at <span style="color: rgb(255, 0, 0);">'''S'''</span>. To cancel a transaction, select the transaction to cancel, then click on the [[Image:Button cancel.png]] button. For more information about transaction cancellation, [[ProDon:Cancelling a Transaction|click here]]. <br> 

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<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows you to open the folder of the transaction in order to insert documents (pdf, jpg, etc) related to the transaction. <br> 

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<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows you to open the file of the client of the transaction. <br> 

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<span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows you to transfer transactions. For more information on transaction transfer, [[ProDon:Validation and Transfer of a Transaction Batch|click here]]. <br> 

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<span style="color: rgb(255, 0, 0);">'''K:'''</span> The "Deposit" tab contains the transactions received in [[Cheque|cheque]] or cash, as well as the transactions in [[Goods and services (in-kind)|goods and services (in-kind)]]. <br> 

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<span style="color: rgb(255, 0, 0);">'''L:'''</span> The "Beneficiary" tab contains the issued transactions, either in bursaries, loans, etc. The Beneficiary Module must be active in '''''ProDon''''' for this tab to be visible. <br> 

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<span style="color: rgb(255, 0, 0);">'''M:'''</span> The "Electronic" tab contains the transactions paid by the IBAN payment method (France). The [[ProDon:Electronic Transaction Module - Optimal|Electronic Transaction Module]] must be active in '''''ProDon''''' for this tab to be visible. <br> 

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<span style="color: rgb(255, 0, 0);">'''N:'''</span> The "Instant" tab contains the transactions processed by '''''Optimal'''''. The [[ProDon:Electronic Transaction Module - Optimal|Electronic Transaction Module]] must be active in&nbsp;'''''ProDon''''' for this tab to be visible.<br> 

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<span style="color: rgb(255, 0, 0);">'''O:'''</span> The "To be received" tab contains the transactions awaiting for a payment, either in donation promises, in ticket sale promises, etc. <br> 

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<span style="color: rgb(255, 0, 0);">'''P'''</span><span style="color: rgb(255, 0, 0);">''':'''</span> The "To pay" tab contains the transactions awaiting to be paid, such as bursaries for which the file is being evaluated. The Beneficiary Module must be active in '''''ProDon''''' for this tab to be visible.<br> 

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<span style="color: rgb(255, 0, 0);">'''Q:'''</span> The "Expenditures" tab contains the expenditure transactions made for activities such as a catering service, venue rental, food purchasing, etc. For more information on expenditure transactions, [[ProDon:Expenditure Transaction Logging|click here]].<br> 

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<span style="color: rgb(255, 0, 0);">'''R:'''</span> Allows you to see the transactions that all the users have entered. If this option is unchecked, only the transactions entered by the current user are displayed.<br> 

|}

<br>

== Adding a Transaction  ==

In the "Transaction Management", click on the [[Image:Button add plus.png]] button to add a new transaction. 

<br> 

=== Selecting a Client for the Addition of a Transaction<br>  ===

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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After clicking on the [[Image:Button add plus.png]] button, this window opens, in order to select the client who made the transaction.<br> 

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| colspan="2" | [[Image:Transaction Logging 003.png]]<br>
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| width="50%" colspan="2" | 
First check, using the [[Common functions:Search Bar|search bar]] at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>, if the client already exists in '''''ProDon'''''. 

If he or she already exists, select him or her at <span style="color: rgb(255, 0, 0);">'''B'''</span>, then click on the "[[Image:Button add plus.png]] Add a transaction for this client" button at&nbsp;<span style="color: rgb(255, 0, 0);">'''C'''</span>. 

If he or she does not exist in the database, click on the "[[Image:Add client button.png]] Add client" button at <span style="color: rgb(255, 0, 0);">'''D'''</span>, in order to create a new client file for him or her. After confirming the addition of the new client file, the [[ProDon:Transaction Logging#Transaction_Logging|transaction logging window]] opens. 

To view the file of the client selected at <span style="color: rgb(255, 0, 0);">'''B'''</span>, click on the "[[Image:Bouton Client.png]] Edit this client" button at <span style="color: rgb(255, 0, 0);">'''E'''</span>. 

|}

<br> 

=== Transaction Logging  ===

'''NOTE:''' If the client has commitments in progress or pending transactions, see this section.&nbsp; 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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After adding a new client, clicking on the "Add a transaction for this client" button or selecting a pending transaction or a commitment, this window opens. 

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| colspan="2" | [[Image:Transaction Logging 004.png]]<br>
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'''CAUTION:''' The fields of this window vary according to the type of transaction ([[ProDon:Transaction Logging#Standard_Transaction|standard]] or with a [[ProDon:Transaction Logging#Transaction_with_a_Sale_Price|sale price]]), depending whether a [[ProDon:Transaction Logging#Transaction_with_a_Third-party_Client|third-party donor]] is assigned to the transaction and also depending on the payment method (cash, [[ProDon:Transaction Logging#Transaction_Paid_by_Cheque|cheque]], [[ProDon:Transaction Logging#Transaction_in_Goods_and_Services_.28In-kind.29|in goods and services donation]], etc) used. Moreover, once the transaction is confirmed, depending on the payment method used, the transaction will be in different tabs of the [[ProDon:Transaction Logging#Transaction_Management|transaction management]]. 

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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to assign a [[ProDon:Transaction Logging#Transaction_with_a_Third-party_Client|third-party client]] to the transaction.<br> 

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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to print the receipt of the transaction in progress. In order for this button to be available, the transaction must have previously been saved. <br> 

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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to open the client file of the transaction.<br> 

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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows you to assign the transaction to a commitment of the client (the [[ProDon:Prospecting and Commitments Module|Prospecting and Commitments module]] must be active for this button to be available). <br> 

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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows you to indicate the date on which the transaction was made. Caution, this date determines teh taxation year of the tax receipt. 

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<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows you to specify the transaction must remain anonymous. <br> 

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<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows you to select the [[ProDon:Donation Occasion Management|donation occasion and the activity]] for which the transaction was made. <br> 

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<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows you to select the General Ledger group, the [[ProDon:Chart of Account Management|General Ledger account]] or the accounting project to assign to the transaction. <br> 

|-
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<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows you to add a [[ProDon:Different Clients of a Transaction|linked client]] to the transaction. To link clients of a transaction, you must first [[ProDon:Donation Occasion Management#.22Client_link.22_Tab|activate the linked clients]] in the [[ProDon:Donation Occasion Management|donation occasion]].&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''J:'''</span> This field allows you to indicate the [[ProDon:Transaction Logging#Transaction_with_a_Sale_Price|quantity]] or the [[ProDon:Transaction Logging#Standard_Transaction|amount]] of the transaction (depending on the configuration of the activity selected at&nbsp;<span style="color: rgb(255, 0, 0);">'''G'''</span>).<br> 

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<span style="color: rgb(255, 0, 0);">'''K:'''</span> Allows you to select the [[ProDon:Payment Method Management|payment method]] used by the donor. Based on the selected payment method (e.g. [[ProDon:Transaction Logging#Transaction_Paid_by_Cheque|cheque]], [[ProDon:Transaction Logging#Transaction_in_Goods_and_Services_.28In-kind.29|goods and services]], etc), some fields may be added. <br> 

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<span style="color: rgb(255, 0, 0);">'''L:'''</span> In order for a receipt to be generated, select the "To be issued" option; otherwise, do not select any. If the status of the receipt is [[ProDon:'To be calculated' Status to 'To be issued'|"To be calculated"]], it means the value of the benefit was not specified in the [[ProDon:Donation Occasion Management#Adding_.2F_Editing_a_Revenue_Activity|configuration of the activity]] selected at&nbsp;<span style="color: rgb(255, 0, 0);">'''G'''</span>. The amount of the receipt generated is indicated at the right of the "Receipt" field.<br> 

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<span style="color: rgb(255, 0, 0);">'''M:'''</span> In order for the receipt to be generated only at the end of the year, check the "Annual receipt" checkbox. <br> 

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<span style="color: rgb(255, 0, 0);">'''N:'''</span> Allows you to select the thank-you for a [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|receipt with integrated thank-you]]. <br> 

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<span style="color: rgb(255, 0, 0);">'''O:'''</span> Allows you to select the [[ProDon:Processing Receipts to be Issued|documents to be issued]] in the transaction transfer.&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''P:'''</span> Allows you to add notes related to the transaction.&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''Q:'''</span> Allows you to select a [[ProDon:Different Clients of a Transaction|canvasser]] for the transaction.&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''R:'''</span> This tab allows you to identify the [[ProDon:Participant Management|participants]] for the transaction.<br> 

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<span style="color: rgb(255, 0, 0);">'''S:'''</span> Allows you to add the [[ProDon:Characteristic Management|characteristics]] applicable to this transaction.&nbsp; <br> 

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<span style="color: rgb(255, 0, 0);">'''T:'''</span> By clicking on the "[[Image:Button Check mark Confirm.png]] Confirm" button, the transaction will be found in one of the tabs of the [[ProDon:Transaction Logging#Transaction_Management|transaction management]].&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''&nbsp;U:'''</span> By clicking on the "[[Image:Button add plus.png]] OK + Other transaction", the transaction will be found under one of the tabs of the [[ProDon:Transaction Logging#Transaction_Management|transaction management]] and another transaction addition file in the name of the client for whom the transaction was just added will open.&nbsp; 

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'''NOTE:''' It is possible to activate [[ProDon:Default Values#Default_Values_for_TransactionsProDon:Default_Values.23Default_Values_for_Transactions|default values]] in the transaction logging window, in order for the information to always be documented automatically when adding a new transaction. <br> 

|}

<br> 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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After clicking on "[[Image:Button Check mark Confirm.png]] Confirm addition" or on "[[Image:Button add plus.png]] OK + Other transaction", it is possible the following window opens. This means a required piece of information was not entered.&nbsp; 

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| colspan="2" | [[Image:Transaction Logging 005.png]]<br>
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Click on "[[Image:Button Check mark Confirm.png]] Ok", then&nbsp;'''''ProDon''''' returns to the "Add transaction" window. Then search for the checkbox(es) for which the label is blue, this means the information is required. Enter the missing information and by clicking again either on "[[Image:Button Check mark Confirm.png]] Confirm addition" or on "[[Image:Button add plus.png]] OK + Other transaction", the transaction will be entered correctly.&nbsp; 

|}

<br> 

==== Different Types of Transactions:<br>  ====

*[[ProDon:Transaction Logging#Standard_Transaction|Standard Transaction]]<br> 
*[[ProDon:Transaction Logging#Transaction_with_a_Sale_Price|Transaction with a Sale Price]]<br> 
*[[ProDon:Transaction Logging#Transaction_with_a_Third-party_Client|Transaction with a Third-party Client]]<br> 
*[[ProDon:Transaction Logging#Transaction_Paid_by_Cheque|Transaction Paid by Cheque]]<br> 
*[[ProDon:Transaction Logging#Transaction_Paid_by_Cheque|In-kind Payments]]<br>

<br> 

===== Standard Transaction<br>  =====

A standard is a transaction made for an activity for which no sale price has been defined in advance. 

This type of transaction is mainly used pour simple cash donations.&nbsp; 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Transaction Logging 006.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> The amount of the transaction must be entered here.<br> 

| width="50%" | 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The amount of the receipt is the same as the transaction's. <br> 

|}

<br> 

===== Transaction with a Sale Price  =====

A transaction with a sale price is a transaction made for an activity for which a sale price has been defined in advance.&nbsp; 

This type of transaction is used, for instance, for a ticket sale in a fundraising activity. 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Transaction Logging 007.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Instead of entering an amount for the transaction, you must enter the number of tickets sold. The amount of each ticket is entered in the middle ($500.00) and the total amount of the transaction is entered on the right ($1,000.00). the amount for the ticket was determined when [[ProDon:Donation Occasion Management#Adding_.2F_Editing_a_Revenue_Activity|creating the activity]]. <br> 

| width="50%" | 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The amount of the receipt is different from the transaction's. In a transaction with a sale price, the person who buys the ticket has an advantage; for instance, a golf round or a dinner, so the amount of the receipt is automatically calculated according to the amount of the benefit specified when [[ProDon:Donation Occasion Management#Adding_.2F_Editing_a_Revenue_Activity|creating the activity]]. <br> 

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'''NOTE:''' For more details concerning the management of donation occasions and activities, [[ProDon:Donation Occasion Management|click here]]. <br> 

|}

<br> 

===== Transaction with a Third-party Client<br>  =====

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Transaction Logging 008.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> This client is a donor. 

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<span style="color: rgb(255, 0, 0);">'''B:'''</span> This client is a third-party donor. 

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'''NOTE:''' To know what a third-party client is, see the [[ProDon:Different Clients of a Transaction|"Different Clients of a Transaction"]] procedure. <br> 

|}

<br> 

===== Transaction Paid by Cheque  =====

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Transaction Logging 009.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> When the "Cheque" payment method is selected, the "Ref." field is inserted. This field allows you to enter the cheque number.&nbsp; 

|}

Once a transaction paid by cheque is saved, it is found under the "Deposit" tab of the "Transaction management". <br> 

===== Transaction in Goods and Services (In-kind)  =====

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Transaction Logging 010.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> The amount of the transaction is the value of the goods specified at <span style="color: rgb(255, 0, 0);">'''B'''</span>. 

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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Goods" field allows you to specify the items that were donated.&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Appraiser(s)" field allows you to enter the name of the company or the person who apparaised the items specified at <span style="color: rgb(255, 0, 0);">'''B'''</span>. 

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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The amount of the receipt is usually the same as the value of the item specified at <span style="color: rgb(255, 0, 0);">'''A'''</span>. 

|}

Once a donation in goods transaction is saved, it is found under the "Deposit" tab of the "Transaction management". <br>

=== If the Client has a Commitment in Progress or a Pending Payment  ===

'''NOTE:''' If the client does not have any commitment in progress nor pending transactions, see [[ProDon:Transaction Logging#Transaction_Logging|this section]]. <br> 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | [[Image:Transaction Logging 011.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> If the selected client has a pending transaction, the "[[Image:Pending transaction button.png]] [[ProDon:Transaction Logging#Pending_Transaction.28s.29.C2.A0|Pending transaction(s)"]] button is available. By clicking on that button, the pending transactions of the client are displayed.&nbsp; 

| width="50%" | 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> If the selected client has a commitment in progress, the "[[Image:Commitment in progress button.png]] [[ProDon:Transaction Logging#Commitment.28s.29_in_Progress|Current commitment(s)]]" button is available. By clicking on that button, the current commitments of the client are displayed. 

'''NOTE:''' The [[ProDon:Prospecting and Commitments Module|"Prospecting and Commitments module"]] must be activated in the database in order for the clients to be able to have commitments in progress.&nbsp; <br> 

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<span style="color: rgb(255, 0, 0);">'''C:'''</span> To assign a transaction to a commitment in progress or to a pending transaction of the selected client, or to add a transaction linked to no current commitment or to no pending transaction of the selected client, click on the "[[Image:Button Check mark Confirm.png]] Add a transaction for this client" button.&nbsp; 

| width="50%" | <br>
|}

<br> 

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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After clicking on the "[[Image:Button Check mark Confirm.png]] Add a transaction for this client" button, this window opens. 

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| colspan="2" | [[Image:Transaction Logging 012.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> To assign the transaction to a commitment in progress, click on the "Commitment(s)". After clicking on that button, [[ProDon:Transaction Logging#Commitment.28s.29_in_Progress|this window]] opens. <br> 

| width="50%" | 
<span style="color: rgb(255, 0, 0);">'''B:'''</span> To assign the transaction to a pending transaction, click on the "Transactions" button. After clicking on that button, [[ProDon:Transaction Logging#Pending_Transaction.28s.29.C2.A0|this window]] opens.&nbsp; 

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<span style="color: rgb(255, 0, 0);">'''C:'''</span> To create a new transaction without assigning it to current commitments or to pending transactions of the client, click on the "New transaction" button. After clicking on that button, [[ProDon:Transaction Logging#Transaction_Logging|this window]] opens. <br> 

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<span style="color: rgb(255, 0, 0);">'''D:'''</span> To return to the client selection window, click on the "Cancel" button.<br> 

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'''NOTE:''' If, for instance, the client only has one or more commitment(s) in progress and no pending transaction, the "Transactions" button will not be visible. If, other hand, the client only has one or more pending transaction(s) and no commitment in progress, the "Commitments" button will not be visible. <br> 

|}

<br> 

==== Commitment(s) in Progress  ====

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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Après avoir cliqué sur le bouton «&nbsp;Engagement(s)&nbsp;», la fenêtre suivante s'ouvre. 

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| colspan="2" | [[Image:Transaction Logging 013.png]]<br>
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Si le client a plusieurs engagements en cours, sélectionner l'engagement auquel la transaction doit être affectée. 

| width="50%" | 
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Après avoir sélectionné le bon engagement, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer&nbsp;». Après avoir cliqué sur ce bouton, [[ProDon:Saisie de transactions#Saisie_de_la_transaction|cette fenêtre]] s'ouvre afin de compléter la saisie de la transaction. 

|}

<br> 

==== Pending Transaction(s)&nbsp;  ====

{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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Après avoir cliqué sur le bouton «&nbsp;Transactions&nbsp;», la fenêtre suivante s'ouvre.<br> 

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| colspan="2" | [[Image:Transaction Logging 014.png]]<br>
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| width="50%" colspan="2" | 
Pour affecter le paiement reçu pour une transaction en attente, sélectionner la bonne transaction en <span style="color: rgb(255, 0, 0);">'''A'''</span>, sélectionner l'option «&nbsp;La transaction sélectionnée&nbsp;» en <span style="color: rgb(255, 0, 0);">'''B'''</span>, puis cliquer sur le bouton «&nbsp;Confirmer&nbsp;» en <span style="color: rgb(255, 0, 0);">'''D'''</span>. 

Pour créer une nouvelle transaction sans l'affecter à une transaction en attente, sélectionner l'option «&nbsp;Nouvelle transaction&nbsp;» en <span style="color: rgb(255, 0, 0);">'''B'''</span>, puis cliquer sur le bouton «&nbsp;Confirmer&nbsp;» en <span style="color: rgb(255, 0, 0);">'''C'''</span>. 

Pour supprimer une transaction en attente, la sélectionner en <span style="color: rgb(255, 0, 0);">'''A'''</span>, puis cliquer sur «&nbsp;[[Image:Bouton Retirer.png]] Supprimer&nbsp;», en <span style="color: rgb(255, 0, 0);">'''E'''</span>. 

Pour retourner à la fenêtre de sélection du client, cliquer sur «&nbsp;[[Image:Bouton annuler.png]] Annuler&nbsp;», en <span style="color: rgb(255, 0, 0);">'''F'''</span>.<br> 

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