Front Desk Function - Select Transaction

Scenario 1: Select Front Desk Transaction

Details

Step 1

From the Tree Menu, search for the Front Desk function, and then click once on it.

Step 2

Thereafter, click once at the 'New Account Transaction' button.

Step 3

System will display the Let’s Begin Creating New Transaction - Account Search Criteria window.

Step 4

Proceed to input value into the 'Please Enter Search Value' field.

Step 5

Then, click once on a relevant search criterion button (Account No., or Name, or ID No.).

Step 6

System will retrieve account records and displayed them, accordingly at the Account Listing pop-up window, if more than one record found.

Step 7

Double-click on a relevant account record displayed at the Account Listing window.

Step 8

The information of the selected account will be displayed at the Let’s Begin Creating New Transaction window.

Step 9

Proceed to input value into all the relevant fields (including selecting the transaction to be performed) at the Let’s Begin Creating New Transaction pop-up window, and then, click once on the OK button.

Note:

  • Mouse over the ExpandedPrompt icon at the 'Transaction List' field to view the list of available transactions that can be performed. Thereafter, mouse over and click once on the relevant transaction, to select it.

  • Click once on the Cancel button, to exit from this Let’s Begin Creating New Transaction window.

Step 10

The related transaction screen will be displayed.