See examples of tracking statuses
Learn about the Track It panel
Learn how to use My Inbox to change the status
Learn about the Transactions by Tracking Status dashboard section
Learn about tracking transactions in Sage 50 (Order Process Workflow)
Use this window to manage the types of statuses you have for different types of transactions.
Note: If you select this checkbox, this status will automatically appear in the Tracking Status field on the Track It panel whenever you create a new transaction of this transaction type. This makes data entry easier if you usually assign a particular status to a certain transaction type when the transaction is created. You can change the status on the Track It panel if you need to assign a different status.
Anyone who has Full Access to Tracking Status Settings can add, edit, or delete Tracking Statuses.
When setting up security, this option is set under Company>Maintenance>Tracking Status Settings. Learn more about setting up security.
Use the Track It panel on the transaction to assign a status to the transaction. The status of a transaction can also be assigned from My Inbox.
You can use the My Inbox and Transactions by Tracking Status sections on My Dashboard to keep track of transactions that have statuses. Learn about adding sections to My Dashboard.
You can also use the Transaction Detail by Status report to view transaction details by status and by assignee. This report can be accessed from Reports & Forms>General Ledger and from the Transactions by Tracking Status dashboard section.