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The Transaction Centre is a centralised hub for viewing and managing all financial and operational records in Workshop Software.
It consolidates Jobs, Bookings, Inspections, Orders, and Supplier Invoices into one easy-to-navigate screen with tabs and filters.
Open the Transaction Centre from the Navigation Bar at the top of your Workshop Software window.
Jobs Tab
By default, the Transaction Centre opens on the Jobs tab, showing all current Jobs with an Open Invoice status.
You may display only the Jobs for a specific date with the Only Show This Date field.
The Transaction Type drop down menu allows you to show every unprocessed Transaction, or to select a specific type.
Please Note: If you change the Invoice Type to Quote or Credit they will be removed from the default, Open Invoices view, you may use the Transaction Type drop down menu to display each.
The Job Status drop down menu allows you to filter by status, for example only displaying Jobs where you are Waiting For Parts.
You may use the search bar to filter by Job Card Number, Customer or Registration Number.
Bookings Tab
The Bookings tab displays all Bookings including their status, estimated hours, and descriptions.
By default, the screen displays only your Bookings for the current week, change the Start Date and End Date to view different periods, or click the Month, Week or Today option to set the dates automatically.
To filter Bookings to a specific customer, enter the customer name in the search bar.
Inspections Tab
The Inspections tab mirrors the Inspection tab on the dashboard but is easier to access when working in the Transaction Centre.
To change the displayed status you may use the Status drop down menu.
To filter by Customer, Vehicle or Inspection Number, enter the details in the search bar.
Orders Tab
The Orders tab lets you view all Supplier Orders, filtered by date, status, and whether they are outstanding.
Filter the date range by entering a Start and End Date.
You may Filter by Status using the drop down menu.
When the Outstanding Only toggle is enabled only Suggested, On Order and Partially Received Orders will be displayed.
You may use the search field to filter by Order number or Supplier.
Supplier Invoices Tab
The Supplier Invoices tab displays all Supplier Invoices.
You may filter by date range using the Start and End Date fields.
The Status drop down menu allows you to switch to displaying Supplier Credits or every Supplier transaction.
You may use the search bar to filter by Supplier or Invoice number.
Good to Know
- You can sort records in any tab by clicking the column headers.
- Use the filter search bar at the top of each tab to quickly find specific records.
- The Transaction Centre is a read-only view - click on any record to open it for editing.
