Accounting
Transactions
Create and manage Maxio Core transactions, the revenue-bearing lines on a contract that your revenue schedules are built from.
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Understanding Transactions
Overview2 articles
What a transaction is and the fields it carries.
Creating Transactions5 articles
Add transactions manually, from invoice line items, from QuickBooks lines, or with replacement rules.
Transaction Management4 articles
Edit, delete, and move existing transactions, bulk-link them to invoice line items, and verify non-recurring transactions.
Renewal and Cancellation4 articles
Renew or cancel transactions one at a time or in bulk, and set up automatic renewals.
Revenue and Financial Configuration4 articles
Control what a transaction is worth and when, with renewal factors, MRR and ARR tolerances, periodic amounts, and regenerated revenue schedules.
Monitoring and Alerts2 articles
What each transaction alert means and how to resolve it.