Product: Transaction Manager

Article Link:

Well, the short answer? No. It's not possible to have a transaction move automatically from one folder to another without having first taken some sort of action on that transaction. For example, an incoming Purchase Order would need to be manually moved to the Received folder or exported.

With regard to incoming Purchase Orders received in the Inbox, this is a deliberate process, as files in the Inbox are files that have yet to be reviewed or processed. It's important for you to be aware of these transactions. If transactions moved themselves to Received or to a subfolder automatically without any action, it would become easy to become lost with what transactions have and have not been processed.

rev: 5/27/21

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