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When receiving a transaction from another party using Financio, you should review it, update the item product/category or account, attach files (internally or shared with the sender) or leave a message to the sender, and finally, you can either void it or accept it.
Accepting a transaction will trigger a notification to the sender, notifying that you have agreed to what has been sending over.
- Review the transaction
- Update the item lines
- Item *: Select an appropriate product/account or category
- Tax Code: Select an appropriate tax code for the line
- Click on Save
- View the transaction
- Click on the Mark as… button on the top right
- Select Accepted