Verify Non-Recurring Transactions

When the QuickBooks onboarding wizard creates non-recurring Transactions automatically, Maxio flags each one as needing verification rather than assuming the data is correct. This workflow helps you find, review, and correct those system-generated Transactions for a Customer or Contract, so they don't throw off billing, revenue schedules, or other onboarding tasks.

This article is related to Maxio Platform's Transactions object and associated functionality. The Transaction is a specific type of financial record that represents a Contract element in Maxio Platform.

If an Item is set to Create Transactions and isn't recurring, saving your changes on the Configure Items step of the QuickBooks onboarding wizard (Wizards → QuickBooks Setup → Configure Items) creates any missing non-recurring Transactions for that Item and flags each one as needing verification.

Editing a Transaction's Item, Start Date, End Date, Duration, or Amount on the bulk verification screen automatically checks both Regenerate Revenue and Verified for that row.

To verify non-recurring Transactions

1. Open the Customer or Contract record. Next to the Customer's name, or the Contract number, an issues chip lists an issue titled "N Transactions need verification" (or "1 Transaction needs verification" when there is one). Select its Verify Transactions link. This opens the bulk verification screen, filtered to that Customer or Contract. The issue appears only when there are unverified Transactions, and the Verify Transactions link appears only for users with Bookkeeping User or Admin User permissions. A Report User still sees the issue, without the link.
2. Review the dates, amounts, and revenue settings for each Transaction.
3. Select the Verified checkbox for each Transaction you've reviewed.
4. Click Save.

Related information

For a broader look at how Transactions work, see Understanding Transactions.