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Adding new Job IDs to manual transactions in PitneyAnalytics

You can add new Job IDs to manual transactions by typing them in or importing them with a manual transaction list.

Products affected: PitneyAnalytics®

You can add new Job IDs to manual transactions by

Adding new Job IDs in a single transaction

  1. Select Analytics > Manual Transactions.
    Analytics menu with manual transactions
  2. Click Accounting > Manual Transactions.
  3. Click Add Manual Transaction, then select Add One at a Time.
  4. Type a new Job ID, then click Create Job ID.
    Adding a job ID while adding a manual transaction

Adding new Job IDs when importing manual transactions

  1. Click the Analytics drop down menu.
  2. Click Accounting > Manual Transactions.
  3. Click the Add Manual transaction drop down menu and select Import.
  4. Add your new Job IDs to the manual transaction CSV file.
    an-manual-trans-import-job-id-en
  5. Import the CSV file.

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UPDATED: February 07, 2025