TOPS [ONE] Version 4.2.0.3, Last Updated 07/26/2018

Description 

From the Activity Feed, you can preview and, on some transactions, you can perform some additional actions without leaving the page.  

This guide will go over how to Drill-Down into your transactions from activity feed. 

How can I preview my transaction?

Click the  icon next to the transaction. 

What information can I see? 

The preview gives you most, if not all, the information for that transaction. 

Transaction in the Activity Feed 

Full Transaction 

What can I do from the activity feed?

Depending on the type of transaction, you may have additional actions you can take right from the activity feed. 

However, you can post comments on all transactions.

Other available functions from the Activity Feed 

AP Transactions

Payable- Print Check 

View Generated Checks 

AR Transactions 

AR Invoices & Statements 

View Statement Batch 

Collections 

View Collection letters 

Managment 

Work Orders 

Close Work Order

Service Requests 

Close Service Requests 

CCR

View generated CCR Violation letters 

Forcibly advance this CCR Record to the next level