Skip to main content

Opening Transactions

  • Updated

Transactions Menu

mceclip0.png

  • All Transaction: Select from the main menu Transactions>All Transactions to view all Transactions.
  • Marked Transactions: Select from the main menu Transactions>Marked Transactions to view only Transactions which have been pre-selected
  • Types: Select from the main menu Transactions>Types to select Transactions with the specific Transaction Types: 

mceclip1.png

  • Saved ViewSets: Select from the main menu Transactions>Saved ViewSets to open the module with a list of saved View Sets. Users can highlight the desired View Set.
  • Saved Worksheets: Select from the main menu Transactions>Saved Worksheets to open the module with a list of saved Worksheets. Users can highlight the desired Worksheet.
  • Edit List Fields: Select from the main menu Transactions>Edit List Fields to view or edit any of the drop-down list fields in the module. When this option is selected additional panes will appear to help users navigate and edit the list fields.