10.14 Posting Tank Transactions on Hold

*The ability to put transactions in the Posting Tank on Hold has been added. This is useful for Dealerships with multiple employees who utilize the Posting Tank as it allows them to show other Users that a transaction is being worked on or should not be posted yet.

The Posting Tank Dashboard has a column for Transaction is Held and Hold Note that can be added through a right-click and Customize.

To put a Hold on a transaction, right-click and select Hold Transaction.

You will be prompted to enter a Hold Note to let other Users know why this transaction is being held.

If the reason is left blank, the note will auto-fill with the name of the User who held the Transaction.

While a Transaction is on Hold, it cannot be Posted from the Posting Tank. If a User tries to Post a held transaction from the Posting Tank or by an Import from the Posting Tank, a broken rule will pop up to let them know they cannot process that record.

Note: If Importing multiple transactions, everything else will still post.

To remove a Hold from a transaction, right-click from the Posting Tank and select Remove Hold on Transaction .