How to Process Transactions › How to Manage Transactions

How to Manage Transactions

You must create voucher headers to enter transactions. Voucher headers are used to categorize transactions based on resource types. For example, you can create individual voucher headers for labor and for equipment.

You can view a list of voucher headers that have not been posted to WIP. You can open them to create, edit, or view a list of associated transactions. You can also create new voucher headers or delete existing ones.

To manage transactions, do the following:

1. Create vouchers headers.
2. Create new transaction entries.
3. Edit transaction details.
4. Post transactions to WIP.