Monday, March 11, 2019

Identify if a transaction was made from a Memorized Transaction or was entered manually

To identify if a transaction was made from a Memorized Transaction or was entered manually, please follow these steps:

- Navigate to Transactions> Management> Enter Memorized Transactions> List

- Under the Transactions tab, select one of the transactions that was created.

- Once the transaction is open, click on the System Information tab> System Notes.

- If the transaction was posted automatically, the Create type should say Set by -System-

- If the transaction was entered manually, the Create type should show the name of the user who entered it.

- The System Notes should also contain the Date the record was created and the changes that were made into the transaction.

- This should apply to all transaction types.

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