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6/26/2023 Tolls Transactions
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Sure, here are step-by-step instructions for processing Toast Transactions:
1. Open the TMS (Transaction Management System).
2. Import the toll journal into the system.
3. Group the imported toll journal by the vehicle number.
4. Exit the toll journal and go to track 217 (taking it as an example).
5. Choose the months for which you want to create a statement.
6. Select the "Create Pre-Expand" action for the chosen months.
7. Enter the date and truck information. You can also add a note if needed.
8. Save the changes. This will generate a statement.
9. Repeat steps 7 and 8 for each transaction in the statement.
10. Click on "Process" to initiate the processing.
11. After processing, you will see that import results have been created for each transaction, with the P expense attached to each transaction.
12. If you want to delete P expenses from the statement, follow these steps:
a. Navigate to the total transaction.
b. Locate the expense and its reference.
c. Delete the expense and reference.
13. If there are any duplicated Di-trans, make them prominent by removing duplicates.
14. To remove all import results, select all of the imported tools and choose the "Mass Editing" action. Then, click on "Remove All Import Results."
15. You have now completed the process. You can repeat these steps for any subsequent operations.
Please note that these instructions assume familiarity with the TMS software interface and may vary based on specific software versions or configurations.
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Asked: 6/26/23, 9:55 PM |
Seen: 81 times |
Last updated: 6/27/23, 3:49 PM |