Top Articles


CivicRec
®

Transactions Show as Unitemized

Did You Switch from 2.0 to 3.0?

The 3.0 financial module is a full accounting module. You can take a look at this article to get you set up for full accounting.

To Adjust a Few Transactions

Be sure that the activity, facility, addon's and discounts all have revenue codes set. 

To manually update a specific transaction, view further instructions.

To Check Items

Items may be missing codes.

  1. Navigate to Configuration > Financial Settings > GL Configuration
    chrome_2017-11-27_10-19-08.png
  2. Select Transactions Needing Attention and/or Items with GL Issues
    chrome_2017-11-27_10-19-57.png

Make sure you are set up correctly - view the financial section!

?



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow