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 Patron menu, select Search for Patron and perform a search for a patron.
2. From the Patron List grid, click a row to select a patron.
3. Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.
4. To view transactions for an account, check the check box next to the desired account. Multiple accounts can be selected. Alternatively, click the header row check box to view transaction details for all accounts.
5. If necessary, filter the Financial Transactions grid.
6. In the Financial Transactions grid, click View Transaction next to a transaction.
7. 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.