ProDon:Link one or more transactions to a commitment
Revision as of 14:14, 6 January 2017 by Jguillemette (talk | contribs) (→How to link a transaction to a commitment)
| 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.
Il est possible de rattacher un ou des transactions déjà saisies de votre base de donnés à un engagement créé.
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.)
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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 amount of linked transactions. |
Document name: ProDon:Link one or more transactions to a commitment
Version : 5
