ERP - Viewing account transactions
Makenzy Cervantez
6 steps
35 seconds
1
Navigate to Account Inquiry
2
Click "Search Find a set of data records (Ctrl+F)"
3
Enter the org and/or object you are searching for
4
Click the folder icon next to "Actual"
5
Double click a transaction to view additional details
6
Use the paperclip icon to view invoice attachments
ERP - Viewing account transactions
Makenzy Cervantez
6 steps
35 seconds
1
Navigate to Account Inquiry
2
Click "Search Find a set of data records (Ctrl+F)"
3
Enter the org and/or object you are searching for
4
Click the folder icon next to "Actual"
5
Double click a transaction to view additional details
6
Use the paperclip icon to view invoice attachments
