Open Charges Grid Overview

The following table lists information about the columns and options that appear in the Open Charges grid on the Apply Transaction page.

Column

Description

Date

Date of the open charge

Term

Term associated with the open charge

Transaction ID

Transaction ID associated with the open charge.

Account Name

Financial account with the open charge.

Transaction Code

Transaction code associated with the open charge.

Amount

The amount due to clear the balance of the charge.

Amount Applied

The amount applied to the open charge.

Option

Description

Auto Apply

Click Auto Apply to automatically apply the transaction.

Manually Apply Transaction

Click Manually Apply Transaction to manually select an account and amount to apply to the transaction.