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Note that Aptify recommends that Scheduled Transaction Group expansion occur after hours, since the process may be resource intensive (depending on how many groups you are expanding). pgfId-1021540 Anchor
Follow these steps to expand a Scheduled Transaction Group:
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pgfId-1006479 Open or create a view in the Scheduled Transaction Groups service that lists all the scheduled transaction groups to be expanded.Anchor pgfId-1021566 pgfId-1021566- The Scheduled Transaction Groups service is located in the Accounting application.
Anchor pgfId-1006484 pgfId-1006484- The Scheduled Transaction Groups service is located in the Accounting application.
- Do one of the following:
Anchor pgfId-1021578 pgfId-1021578- Click the Expand Scheduled Transaction GroupsGroups icon in the view toolbar.
Anchor pgfId-1021582 pgfId-1021582 - Right-click within the view and select Scheduled Transaction Groups Options > Expand Groups... .
Anchor pgfId-1021583 pgfId-1021583 Launch Expansion ProcessAnchor pgfId-1021589 pgfId-1021589
Anchor pgfId-1021574 pgfId-1021574 - Click the Expand Scheduled Transaction GroupsGroups icon in the view toolbar.
- Click Yes when prompted to begin the expansion process.
Anchor pgfId-1021605 pgfId-1021605 Confirm ExpansionAnchor pgfId-1021611 pgfId-1021611 Anchor pgfId-1021597 pgfId-1021597 The wizard expands all Scheduled Transaction Groups within the view whose Status is set to Pending.Anchor pgfId-1021575 pgfId-1021575 - Click OK when prompted that the process is complete.
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Once a scheduled transaction group has been expanded, the Status field in the Scheduled Transactions Groups record changes from Pending to Completed. The Status field is also disabled once the records are expanded to prevent a user from manually changing the status back to Pending and expanding the records again.