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How to Apply Action Plans to a Transaction

Now, we can show you how to apply an Action Plan.

Click on the Transactions category in the left navigation bar and select a sub-category, or search for the transaction by name using the Search bar at the top of the page. 

Select the name of the transaction to open the Transaction Details page. 

Click the Apply a Plan button in the upper-right hand corner of the page. Select the plan you'd like to apply from under the Action Plan drop down menu.  You can select more than one action plan to apply.  A check mark will appear by each plan selected.



Click Finish to apply the action plans.

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