Accounting Queries

Overview

In some cases transactions need to be queried and proofed before approval. This may be due to an amount being to excessive, The accounts being debited/credited being questionable, 

Query Transactions

• In the Ledger, users can now query a transactions by opening a transaction, Navigate to Action > Create/Update Service Ticket .

• This will create a Service Ticket in the Service Manager with a Category Set to Accounting Queries. with a Status of New Ticket. 

• From here a user add notes, Attachments and assign it to users. 

• The Linked Service ticket can be easily found in the transaction by clicking the Links button at the top of the transaction. 

Pre requisites 

• Transaction has to be in a pending or Active Status.

• Transaction must not be a read only transaction.