View Transaction Links for a Financial Transaction

When viewing a transaction, the Transaction Links section displays any additional transactions that are linked to the transaction.  Transactions are linked when a payment is applied to a charge or there is a transfer between accounts. For example: If a payment is accepted and then transferred to the deposit account, the Linked Items section will display the “transfer out” transaction that transfers the money from the Payment account and the “transfer in” transaction that transfers the money to the Deposit account.

Use the following procedure to view the transaction links for a patron’s financial transaction:

1.  From the FT menu, select Account Journal.

2.  In the Accounts grid, select an account.

3.  If necessary, filter the Transactions grid.

4.  In the Transactions grid, click View Transaction next to a transaction.

5.  The Transaction Links section is displayed at the bottom of the page. To view details about an individual link, click the Details icon on the transaction link.