Difference between revisions of "ProDon:Link one or more transactions to a commitment"
Jguillemette (talk | contribs) (→How to link a transaction to a commitment) |
Jguillemette (talk | contribs) (→How to link a transaction to a commitment) |
||
| (2 intermediate revisions by the same user not shown) | |||
| Line 3: | Line 3: | ||
== Introduction == | == Introduction == | ||
| − | You are able to link one or more transactions already entered in your database to a created commitment | + | You are able to link one or more transactions already entered in your database to a created commitment. |
| − | |||
| − | |||
== How to link a transaction to a commitment == | == How to link a transaction to a commitment == | ||
| Line 11: | Line 9: | ||
To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.) | To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.) | ||
| − | |||
{| class="wikitable" width="25%" | {| class="wikitable" width="25%" | ||
![[File:ProDon5_Link_one_or_more_transactions_to_a_commitment_001.png]] | ![[File:ProDon5_Link_one_or_more_transactions_to_a_commitment_001.png]] | ||
|- | |- | ||
| − | | To be able to link a transaction to a commitment, go to the commitment file and click on the button [ | + | | To be able to link a transaction to a commitment, go to the commitment file and click on the button [[File:ProDon5_Link_one_or_more_transactions_to_a_commitment_002.png]] |
| − | + | If the transaction is recognized by the commitment, you will get a notification of the number of linked transactions. | |
| − | If the transaction is recognized by the commitment, you will get a notification of the | ||
| − | |||
|} | |} | ||
{{Footer_ProDon_Version|5}}<br> | {{Footer_ProDon_Version|5}}<br> | ||
Latest revision as of 14:16, 6 January 2017
| Link one or more transactions to a commitment |
Introduction
You are able to link one or more transactions already entered in your database to a created commitment.
How to link a transaction to a commitment
To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.)
|
|---|
To be able to link a transaction to a commitment, go to the commitment file and click on the button 
If the transaction is recognized by the commitment, you will get a notification of the number of linked transactions. |
Document name: ProDon:Link one or more transactions to a commitment
Version : 5
