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Approved Transactions (Site)

The Approved Transactions tab displays a summary of approved payment transactions for the current Site, and the user can create an invoice of these transactions by clicking the Create Invoice from Approved Transactions button for the New Invoice module to open. By clicking next to a specific transaction, the user can un-approve the transaction or make adjustments to the amounts; either the Transaction module or the Pass-Thru Cost Transaction module will open, depending on the transaction type. Additional information can be found on the Overview and Costs tabs.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Txn Date	This column displays the date of the transaction.
Type	This column displays the type of transaction. ADJ = Adjustment CHG = Charge REV = Reversing Adjustment
Event	This column displays the time frame of the transaction, for instance, Visit 1 or 2.
Event Date	This column displays the date of the event.
Site Budget	This column displays the name of the site's budget of the transaction.
Amount	This column displays the dollar amount of the transaction. The total of this field will match the Approved Amount field from the Site Finance Overview Tab.
Holdback	This column displays the dollar amount that is held back from the amount.
Net	This column displays the Amount less the Holdback.