Transaction Tools

💡These articles explain the tools you use with transactions: Actions, approvals, batch updates, Copy Rules, costs and prices, linking transactions and statuses.

Articles#

• Actions: Describes the custom Actions your administrator can set up, where they appear and how to set them up.
• Approvals: Lists the articles on setting up approvals and approving transactions in the Approvals module.
• Batch Updates: Describes how to update several selected records at once using the Batch Update options.
• Copy Rules: Describes Copy Rules: the user access settings, the copy popup, status changes when copying, what each copy carries across, and when a copy is not allowed.
• Costs & Prices: Describes how costs, pricing and totals are grouped and calculated in BOS Professional.
• Linking Transactions: Describes how copied transactions are linked into a Transaction Flow at header and item level, and the Linked Transactions screen that lists a flow.
• Statuses: Describes how statuses manage records and transactions, with the default statuses and the fields used to customise them.