Change the status of a transaction to In Progress

This part of the guide explains how to change the status of a transaction to In Progress.

Changing the status of a transaction to In Progress, whether it be a manual transaction or a transfer, is only possible when its status displays Pending Final Approval. Once the change is confirmed, its status changes to In Progress.

The following example demonstrates how to change the status of a manual transaction to In progress. This procedure is standardized and applies also to transfer transactions.

Step 1 - Go to the page List of Manual and Transfer Transactions

1. Go to the Tax Account module;
2. Click on the Manual and Transfer Transactions menu. This action opens the List of Manual and Transfer Transactions page (503:2010);

Step 2 - Change the status of a transaction to In Progress

3. Using the radio buttons, select the Manual Transaction option. This action updates the page and displays manual transactions;
4. Go to the column Transaction Status;
5. Select the Pending Final Approval option. This action displays all manual transactions with this status;
6. Search the manual transaction you want to modify the status to;
7. Check the Transaction No. box subject of the request;
8. Click the Return to "In Progress" button. This action opens a confirmation window;
9. Add a Comment.
10. Click the Save button. This action confirms the modification of the status, changes the status to In Progress and updates the List of Manual and Transfer Transactions page (503:2010).