Transaction Manager
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      Navigating the Open Inquiries Tab in Transaction Manager

      The Open Inquiries tab is designed to streamline the process of addressing exception transactions that require your input or approval.

      Understanding the Open Inquiries Tab

      • Functionality: The Open Inquiries tab houses exception transactions needing your attention. These are transactions your accountants cannot complete without your input.
      • Task Association: Each transaction in this tab is linked to a task. This means you don’t have to constantly monitor this window; instead, you'll be notified when a transaction is assigned to you through a task.

      Using Filters in the Open Inquiries Tab

      The tab provides various filters to help you streamline the information displayed. Here’s how you can use each filter:

      1. Transaction Type Filter

        • Purpose: This filter lets you view transactions by type, such as purchases, expenses, deposits, transfers, etc.
        • How to Use: Select the desired type from the drop-down menu to view specific transaction types.

      2. Date Range Filter

        • Purpose: Use this to view transactions within a specific time frame.
        • How to Use: Specify the start and end dates to limit the transactions to this period.

      3. Source Filter

        • Purpose: Filters transactions by your business's specific financial institutions.
        • How to Use: Choose the relevant financial institution from the drop-down menu.

      4. Assignee Filter

        • Purpose: Enables you to view transactions assigned to a specific person or team.
        • How to Use: Select the assignee from the drop-down menu.

      5. Search Filter

        • Purpose: Allows you to search for transactions based on specific criteria.
        • How to Use: Enter the criteria in the search box to find related transactions.

      6. AutoPush Confidence Level Filter

        • Purpose: Filters transactions based on the confidence level assigned by the AutoPush feature.
        • How to Use: Select the desired confidence level to view transactions that fall under it.

      7. Transaction State Filter

        • Purpose: Enables you to view transactions by their state, such as bank feed or general ledger.
        • How to Use: Choose the relevant state to see transactions in that category.