{"id":14138,"date":"2024-02-21T13:28:08","date_gmt":"2024-02-21T13:28:08","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%b9%d9%8a%d9%8a%d9%86-%d9%85%d8%b9%d8%a7%d9%85%d9%84%d8%a9-%d8%b9%d9%84%d9%89-%d8%a3%d8%ad%d8%af-%d9%85%d8%b3%d8%aa%d9%86%d8%af%d8%a7%d8%aa-%d9%86%d9%88%d8%b9-%d8%af%d9%88%d8%b1%d8%a9-%d8%b9\/"},"modified":"2026-01-28T12:45:32","modified_gmt":"2026-01-28T12:45:32","slug":"assigning-a-transaction-to-a-document-of-a-workflow-type","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-transaction-to-a-document-of-a-workflow-type\/","title":{"rendered":"Assigning a Transaction to a Document of a Workflow Type"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1709733853239{margin-left: 200px !important;}”]You can assign one of the previously created financial transactions in the system, such as invoices and expenses, to a workflow document, or you can create a new transaction associated with the document.<\/span>[\/vc_column_text][vc_custom_heading text=”How to Assign a Previous Transaction to a Workflow Document” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709733888869{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1747226218993{margin-left: 200px !important;}”]Click on <\/span>the type of workflow you want to assign a transaction to one of its documents from the dropdown side menu under “Workflows”<\/b> in the main menu, and click on the desired workflow document, then click on <\/span>“Assign Transaction”<\/b>.<\/span><\/p>\n

\"\"<\/span><\/p>\n

Choose the type of transaction, specify its code or choose from the suggested transaction codes then click on the <\/span>“Confirm”<\/b> button. <\/span><\/p>\n

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The transaction appears in the tab specific to the transaction type alongside the details and summary of the operations. <\/span><\/p>\n

\"\"[\/vc_column_text][vc_custom_heading text=”How to Create a New Transaction Linked to a Document of a Workflow Type” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709734079968{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1747226334921{margin-left: 200px !important;}”]Open the desired workflow document, and press the <\/span>“Add”<\/b> button, and choose the type of transaction from the dropdown list.<\/span><\/p>\n

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Enter the usual data for this transaction then press the <\/span>“Save”<\/b> button, to find it has been created and linked to the workflow document.<\/span><\/p>\n

\"\"[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2089,2070,2091],"tags":[],"class_list":["post-14138","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-operations-on-workflow-document"],"yoast_head":"\nAssigning a Transaction to a Document of a Workflow Type - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-transaction-to-a-document-of-a-workflow-type\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Assigning a Transaction to a Document of a Workflow Type - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1709733853239{margin-left: 200px !important;}”]You can assign one of the previously created financial transactions in the system, such as invoices and expenses, to a workflow document, or you can create a new transaction associated with the document.[\/vc_column_text][vc_custom_heading text=”How to Assign a Previous Transaction to a Workflow Document” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1709733888869{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-transaction-to-a-document-of-a-workflow-type\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-28T12:45:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/V-.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-transaction-to-a-document-of-a-workflow-type\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/V-.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/V-.png\",\"width\":1536,\"height\":686},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-transaction-to-a-document-of-a-workflow-type\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-transaction-to-a-document-of-a-workflow-type\/\",\"name\":\"Assigning a Transaction to a Document of a Workflow Type - 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