How to Add Calendar Events for Transactions | ARTERNAL Help Center
How to Add Calendar Events for Transactions
Learn how to add calendar events when creating transactions in ARTERNAL, and how to upload events to Apple, Windows, or Google Calendar.
Written by Yujia Zheng
October 15, 2024
Table of contents
- Step 1: Add to Calendar
- Step 2: Edit Calendar Details
- Step 3: Upload the .ics File to Your Calendar
- Step 4: Access the Transaction via Calendar
A quick video guide HERE.
When creating a transaction, users can also download a calendar event for the transaction. It can serve as a reminder for upcoming due dates or a tool to document when a transaction was made. Here's how to use this feature:
Step 1: Add to Calendar
- When creating a transaction, click the Add to Calendar button.
Step 2: Edit Calendar Details
- In the modal window, edit the Title and Description fields as needed.
- Click Add to Calendar to download the .ics calendar file.
Note:
For consignments and loans, the calendar events will cover the entire time period.
For other transactions like invoices and payables, the calendar events will be for single dates.
Step 3: Upload the .ics File to Your Calendar
a. For local Apple or Microsoft Windows calendars, click on the downloaded .ics file, and it will automatically open in your local calendar.
b. For Google Calendar, go to the Settings on the top right, select Import & Export, and upload the .ics file.
Step 4: Access the Transaction via Calendar
- Once the event is uploaded, you can go directly from the calendar event to the corresponding ARTERNAL transaction by clicking on the link in the event.
Frequently Asked Questions (FAQ):
Q: How do I add a calendar event when creating a transaction in ARTERNAL?
A: Click the Add to Calendar button while creating a transaction, edit the details, and download the .ics file. Upload the file to your calendar as needed.
Q: How do I upload the .ics file to Google Calendar?
A: Go to Google Calendar Settings, click Import & Export, and upload the .ics file.
Q: What types of transactions can I create calendar events for?
A: For consignments and loans, the event will cover the entire time period. For invoices and payables, it will be a single date.
Q: Can I access the ARTERNAL transaction from my calendar?
A: Yes, the calendar event will include a link that takes you directly to the corresponding ARTERNAL transaction.