Statuses Tutorial

Overview#

Statuses are set up for each Transaction Type. Each transaction has a Header Status and an Item Status on each line (see Statuses).

💡These tutorials explain how to edit and create statuses.

How to Edit a Status#

1. Click Edit (button).

Header Status#

2. Select the Transaction from the dropdown list.
3. Edit the Header section:
   1. Colour = Double-click the colour block and select a different colour.
   2. Order = Use the context menu (right-click) to move the line up or down.
   3. Description = Overtype the Description of the status.
   4. Group = Select a new Group option from the dropdown list (Pending, Active, Complete or Cancelled).
   5. Default = Select a new Default option from the dropdown list.
   6. Editing = Select a new Editing option from the dropdown list.
   7. Accounting = Click the block to include or exclude the status from posting to the Ledger. (Checkmark = posts to the ledger.)
   8. Inventory = Click the block to allow or disallow the inventory fields to be updated. (Checkmark = inventory is updated.)

Item Status#

4. Edit the Item section:
   1. Colour = Double-click the colour block and select a different colour.
   2. Order = Use the context menu (right-click) to move the line up or down.
   3. Description = Overtype the Description with a new description.
   4. Group = Select a new Group option from the dropdown list.
   5. Default = Select a new Default option from the dropdown list.
   6. Inventory = Click the block to allow or disallow the inventory fields to be updated. (Checkmark = inventory is updated.)
5. Click Save (button).

How to Create a Status#

1. Click Edit (button).
2. Select the Transaction from the dropdown list.
3. Click Add Header Status (button) and edit the fields as necessary.
4. Click Add Item Status (button) and edit the fields as necessary.
5. Click Save (button).