When receiving a transaction from another party using Financio, you should review it, update the item product / category or account, attach files (internally or shared with the sender) or leave message to the sender, and finally, you can either void it or accept it.
Accepting a transaction will trigger a notification to the sender, notifying that you have agreed to what has been send over.
- Review the transaction
- Update the item lines
- Item *: Select an appropriate product / account or category
- Tax Code: Select an appropriate tax code for the line
- Click on Save
- View the transaction
- Click on the Mark as… button on the top right
- Select Accepted