FuelerLinx USER GUIDE - How to process multiple Transactions at one time
SUBJECT: How to process multiple Transactions at one time
- Within the Transaction module select the box under the activity column for each transaction you would like to process
- Once you have the transactions selected 'Process' will appear at the bottom right
- By selecting 'Process' you will move the pending transaction to either a 'Reconciled' or 'Process' status
- PLEASE NOTE: If the transaction is moved to the 'Process' status, this is intended to notify your team of a potential discrepancy in need of review
Related Articles
FuelerLinx User Guide- How to add a Line Item (GL Code) Mapping in Transactions 2.0
Subject: How to add a Line Item (GL Code) Mapping in Transactions 2.0 Purpose: This section offers the ability to map line items to the specific GL Codes needed for your accounting system. In Transactions 2.0 > Click Transactions/Invoices > Select ...FuelerLinx USER GUIDE - Checking Invoice Parsing Potential
Subject: FuelerLinx USER GUIDE - Checking Invoice Parsing Potential Purpose: This article gives guidance on if an invoice is in the correct format when trying to manually upload an invoice. Your invoice must be a PDF file You must be able to ...FuelerLinx USER GUIDE - Understanding the Quoting Process
SUBJECT: Understanding the Quoting Process When initially dispatching for pricing, the prices are being pulled from either the vendor’s Web Service or CSV file with the most updated pricing. Web service pricing is updated directly from the fuel ...FuelerLinx USER GUIDE How to change your password
SUBJECT: How to change your password After logging onto your FuelerLinx webpage from www.FuelerLinx.com, continue to the Settings>Account Profile option from the dropdown menu. Once the pop up box is showing the user specific details, scroll to the ...FuelerLinx USER GUIDE - How to Customize Transactions 2.0 Column View
FuelerLinx USER GUIDE - How to Customize Transactions 2.0 Column View Go to Transactions 2.0 > Click the "Columns" button A list of available column options will appear: Select the columns to add and they will be visible: To remove a column, deselect ...