Saving Pending Transactions

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Whether a deposit has been imported from an offering batch or generated from a recurring transaction, pending transactions can be saved to the general ledger from the Ledger Overview.

To save a pending transaction,

1. Go into Ledger from the Navigation bar to see the Overview page.

2. If there is a pending transaction available, there will be a link under Todo Items stating how many transactions need to be reviewed. Click on this link to open a queue to the right.

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3. For each transaction, click the arrow icon to open the transaction as it was generated.

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4. Make any changes to the transaction as needed and click the "Save" button to save the transaction into your general ledger.

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