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Preview Transactions in the Activity Feed

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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 2018-07-12_12_42_59-TOPS__ONE_.png 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 

 2018-07-12_14_13_36-.png

Full Transaction 

2018-07-12_13_10_58-TOPS__ONE_.png

 

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.

2018-07-12_14_34_16-TOPS__ONE_.png

 

 

Other available functions from the Activity Feed 

 

AP Transactions

Payable- Print Check 

View Generated Checks 

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AR Transactions 

AR Invoices & Statements 

View Statement Batch 

2018-07-12_14_52_34-TOPS__ONE_.jpg

Collections 

View Collection letters 

collection1.jpg

 

Managment 

Work Orders 

Close Work Order

WO.jpg

Service Requests 

Close Service Requests 

SR.jpg

CCR

View generated CCR Violation letters 

ccr1.jpg

Forcibly advance this CCR Record to the next level

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