Viewing transaction details

Use the Detail for Transaction page to view or modify customer transaction details.

Choose one or more of the following:

To view the audit trail for the transaction, click Show transaction chain.
To modify customer information using the Customer Account Functions page, click Modify customer information.
To modify the status of a permit, click Change Status / Checklist / Stages.

Note: This link is only displayed for permits.

To display checklist items using the Transaction Checklist page, click Show checklist items.
To modify the third party billing payer, amount, and/or payment schedule for the transaction, click Modify Third Party Billing.
To modify commission allocations using the Commission Allocation page, click Modify the Commission Allocation.
To modify membership fees, click Modify Membership fees (if applicable).
To refund or cancel the membership package, click Refund/Cancel membership.

Note: This link is only displayed for memberships.

To view details about the amounts that have been posted to specific GL accounts for this transaction, click View Accounting GL postings.
To view the receipt for the transaction, click the receipt number.
To view the transaction customer's account page (if applicable), click the customer's name.
To view facility details for the facility involved in the transaction (if applicable), click the facility name.
To view activity details for the activity involved in the transaction (if applicable), click the activity name.
To view permit details for the permit involved in the transaction (if applicable), click the permit number.
To view membership transaction details (if applicable), click the membership package name.
To view daycare program details (if applicable), click the daycare program name.
To manually assign or change a bib number (if applicable), click Manually Assign Bib Number.
To return to the previous page, click the Back button on your browser.

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