An open transaction occurs when the expected number of virtual card payments have not been issued after a credit sale.


TABLE OF CONTENTS



How to View Open Transactions in Bridge


Overview of Steps: Select the Sales and Purchases Tab in Bridge> Select Filter> In the Filter Table click the Status drop down and select Approved- Open Status> Select Submit.


Step 1: Select the Sales and Purchases Tab in Bridge



Step 2: Select Filter


Step 3: In the Filter Table: 

  • Click the Status drop down 

  • Select Approved- Open Status 

  • Then click Submit.

 

 

 

How to Close Open Transactions in Bridge


Overview of Steps: Select the transaction you want to close on the Sales and Purchases grid> Under Sales Details select the 3 vertical dots under Actions> Select Close.


Step 1: Select the transaction you want to close on the Sales and Purchases grid


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Description automatically generated with medium confidence

 

Step 2: Under Sales Details:

  • Select the 3 vertical dots under Actions 

  • Select Close

 

 


For further detail, view Managing Open Transactions in our technical documentation.