Difference between revisions of "Assign Transaction Classes to Transactions"
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<div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ALB0HA">Once </span><span style="font-family: arial; font-size: 11pt;">Transaction Classes are created</span>, a selection will appear automatically on transaction screens to assign to your invoices, sales receipts, credits, write-offs and invoice discounts.</div> | <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ALB0HA">Once </span><span style="font-family: arial; font-size: 11pt;">Transaction Classes are created</span>, a selection will appear automatically on transaction screens to assign to your invoices, sales receipts, credits, write-offs and invoice discounts.</div> | ||
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<div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0ZKB0HA">Figure 1-17b Sample Invoice batch with class assignment example</span></div> | <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0ZKB0HA">Figure 1-17b Sample Invoice batch with class assignment example</span></div> | ||
<div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0YKB0HA">[[Image:ChamberMaster_Billing-Assign_Transaction_Classes_to_Transactions-CMBilling.1.038.2.jpg]]</span></div> | <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0YKB0HA">[[Image:ChamberMaster_Billing-Assign_Transaction_Classes_to_Transactions-CMBilling.1.038.2.jpg]]</span></div> | ||
− | <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0XKB0HA">Figure | + | <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0XKB0HA">Figure: Sample individual event invoice with class assignment on individual items</span></div> |
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Latest revision as of 21:34, 29 December 2015
Once Transaction Classes are created, a selection will appear automatically on transaction screens to assign to your invoices, sales receipts, credits, write-offs and invoice discounts.
1. |
Access the desired transaction screen for creating invoices, receipts, credits, write-offs, or invoice discounts. |
2. |
Select the desired transaction class that should be assigned to this transaction. |
Note: For batch transactions, such as a Monthly Renewals and Event invoices batch, a single transaction class is assigned to all invoices in that batch. See Figure 1-17a below. When creating individual transactions, a unique transaction class may be assigned to each item. See Figure 1-17c below.
3. |
Save the transaction. |
4. |
The transaction class is now assigned to this transaction and is available to view on associated reports and will be included in the Journal Entry Export report. |
Figure 1-17b Sample Invoice batch with class assignment example
Figure: Sample individual event invoice with class assignment on individual items