Posting transactions from the Purchase Import Register in Thrive Accounts
Trojan Support User
13 steps
60 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Purchases module.
2
Click "Purchases Import Register"
3
Here you will find all purchase transactions that were synced to the register. It acts as a holding area until you post them. Thrive will sync purchase transactions from any integration you have enabled for your company, such as Trax.
4
On the left of the list you’ll find your imported transactions, with a reference number for the import register, the account the transaction is under, the external ID and source - in this case the TRAX integration.
5
On the right you’ll find the date, period, transaction type, status of the transaction and the total.
6
The status indicates whether a transaction is ready for posting. "Ready" means there’s no issues detected by the system, whereas "Hold" means there is one or more issues.
7
You can edit a transaction that is on hold by clicking the reference number.
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Click these checkboxes to select transactions for posting.
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Then click "POST".
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You will be asked if you wish to change the period - use the "Period" field if you wish to do so.
11
Once ready, click "POST".
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You will be notified once the transactions have been posted.
13
this will create your transaction in the relevant transaction list - for this example we now see it in the purchase invoice list.
For any further information on the Purchases Import Register, contact the support team.
