Versions Compared

Old Version 17

changes.mady.by.user Erica Johnson

Saved on

compared with

New Version 18

changes.mady.by.user Erica Johnson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

Modifying or Removing an item from a folio will automatically update relevant taxes and service charges for that item. You can manually remove a tax or service charge from the folio, however you cannot manually adjust the tax or service charge cost as it is calculated from the item cost. When you modify or remove a line item from a folio the folio will update to reflect the changes and the change will be logged under the Log tab, the initial posting will be deducted on the Transactions Report, and the new amount posted on the Transactions Report.


 

Column
width300px
Panel
titleIn this section

Children Display
pageFolio

Modify Amount

Charges may be edited by clicking the "Modify Amount" button on the line item. A box will come up where you can input the new amount. When modifying an item on the folio change the amount to whatever you would like to see on the folio. DO NOT enter the a $ figure to act a a correction amount.

Image Modified

Delete Amount

If you need to remove an item from the folio simply click the Trash Can icon next to the transaction. A message will appear to confirm the deletion. 

 

Image Modified

 

Column
width250px
Panel
borderColor#559ADE
bgColor#F0F0F0
titleColor#ffffff
titleBGColor#559ADE
borderWidth1
titleFolio
Page TreerootFolio

 

If you're looking for troubleshooting information, please try one of our Support Options!

 

Section
Column
width33%

Need help? Submit a ticket

Column
width33%

Articles and FAQ

Column
width33%

Step-by-step tutorials