Automated Tasks | Transaction Manager

Depending on the client’s accounting frequency, Transaction Manager will create monthly or weekly tasks for the assignee(s) with transactions on the “Open Inquiries” tab.

If there are outstanding transactions that need to be categorized, a task will be automatically created for each and will close when the transaction has been categorized.

Depending on the client’s accounting frequency, Transaction Manager will create monthly or weekly tasks for the assignee(s) with transactions on the “Open Inquiries” tab. To locate the task, click on “Work” in the left-hand navigation. You should see a task labeled “Outstanding Transactions” along with the date range of the transactions needing review.

To navigate to the transactions, open the task and click on the “Go to Transactions” button in the bottom right corner of the task. 

After all outstanding transactions have been approved and marked reviewed, the task will automatically close.