After you split a transaction, how do you save it?

System
System Administrator admin
edited December 2023 in Managing Your Transactions

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Split Transactions

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  • MrDWPMAN
    MrDWPMAN Member ✭
    Answer ✓

    after you split a transaction, how do you save it?

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    @MrDWPMAN In the bottom right of the transaction detail window there should be a "Create" or "Update" button as seen on this screenshot:

    Screenshot 2023-11-21 at 8.36.17 AM.png

    If for some reason that is off the screen and you cannot see it, you may need to use your browser's "Zoom Out" function to see the whole window.

    —
    Rob Wilkens

Answers

  • ps56k
    ps56k Member ✭✭✭✭
    edited November 2023

    yup - if you are normally at 100% zoom - certain Simplifi screens will fall off the top & bottom - with no scroll bar - and the TRANSACTION screen is one of them -

    I had to zoom down to 67% to be able to see the entire Simplifi TRANSACTION screen & Update -

    image.png
    image.png

  • MrDWPMAN
    MrDWPMAN Member ✭

    Got it!!! that is bug and needs to be fixed!! Us older folks need to have 100% screen to see all the numbers clearly. An easy way is to just go full screen to work on transactions and exit full screen when done. So we don't have to think about what the percent we had our screen on for normal use.😉

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