Posting transactions

A transaction in the CR system always involves a debit of one account and a credit of another account, completed as a single operation. Both sides of the transaction must execute for it to be considered completed. If, for example, the debit account has insufficient funds, the credit operation will not complete. This ensures accounts are never out of balance and makes following the movement of funds much easier.

In the Core tab, click Post Transaction to post a transaction between COS accounts.

To post a transaction:

1. Click Core tab.

2. Click Post Transaction. This opens the Post Transaction screen.

3. In the Post Transaction area, fill in the transaction details.

   Field	Description
   Debit Account	Originating debit account
   Credit Account	Credit account funds are sent to
   Transaction Code	Transaction code
   Description	Description of transaction
   Amount	Dollar amount of transaction

4. Click Submit Transaction.

The transaction details display in theTransaction Details area.