Pending & Posted Transactions

Audience: All users | Category: Transactions

Two pages under Transactions split work in progress from the record.

Pending

This is where every deposit request or check that has not reached a final status is viewed. It is the same grid as the Dashboard, with the same search, sort, columns, View and Cancel.

Use it as your daily work list:

• Anything at Deposit Request Approved needs the check sent or scanned.
• Anything on HOLD may need a reply to Flint.

Posted

This is where journal entries posted to your accounts show up: deposits, fees and transfers, each with debit, credit and running balance. This is the historical record used for statements.

• Filter by Account, Date range and a free-text search on description or reference, then Apply.
• Export CSV downloads the filtered list (up to 10,000 rows) for your accounting system.
• Dates are shown in your company's time zone.

Related articles

• Deposit Status
• Accounts Overview