walk users through how to create an ad hoc Create Ad Hoc transaction in UR Financials; includes guidance on filling in Reference Transaction field (key to getting items to automatically reconcile) and field Memo (FRS in Ad Hoc Transaction) Transaction Description Run Invoice Steps/screenshots walk users through how to run an invoice settlement Settlement in UR Financials Side 2 Steps/screenshots walk users through how to find a payment in UR Find Payment Financials Steps/screenshots walk users through how to run a report in UR Run Report Financials
Create Ad Hoc Transaction walk users through how to create an ad hoc transaction in UR Financials; includes guidance on filling in Reference field (key to getting items to automatically reconcile) and Memo field (FRS Transaction Description in Ad Hoc Transaction) Run Invoice Settlement Steps/screenshots walk users through how to run an invoice settlement in UR Financials Side 2 Find Payment Steps/screenshots walk users through how to find a payment in UR Financials Run Report Steps/screenshots walk users through how to run a report in UR Financials
Banking-_20140311-DRAFT-outline.docx