Transaction Manager

This feature is helpful for organizations that have several people posting AP/AR at the same time, to avoid the bottleneck of sending calls across the API. It is also helpful if you have shifts of users that don't have the authority to reauthenticate the accounting token since they can continue with their posting without sending it over to the accounting system.

The Transaction Manager allows users to post AP and AR in cieTrade regardless of token authentication. All of the posted entries are deposited in the Transaction Manager, and then posted across by a token authenticated cieTrade user. 

1. Within the Accounting module, you will see a new menu option for "Post Transactions" and below that you will find the Transaction Manager. Each action captured in the Transaction Manager will be in a list form to be reviewed and submitted to your accounting system in batch.

2. The Vendors tab is for sending across any changes or additions to the Vendor counterparty to update in your accounting system. 

3. The Bills & Adjustments tab is for sending across posted payables to your accounting system.

4. The Cash Receipts tab is for sending across posted cash receipts to your accounting system.