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Summary here
Transactions
The Transactions area records financial activity for vendors. These pages are used when funds are received from or paid to vendors, or when balances need to move between vendor profiles or partner accounts.
Concepts
| Concept | Meaning |
|---|---|
| Receipt | Money received and posted against a vendor profile. |
| Payment | Money paid out to a vendor. |
| Profile transfer | Movement between profiles belonging to the same vendor context. |
| Partner transfer | Movement between vendor or partner accounts. |
| Cash swap | A paired cash movement used to reclassify or exchange cash positions. |
How To Use Transactions
- Open VRM -> Transactions.
- Select the transaction type you need to create or review.
- Search existing transactions before creating a new one.
- Open a transaction to review its posting details and workflow status.
- Use New only when a new transaction should be posted.
Screenshot: VRM Transactions dashboard