Creating General Transactions
Creating General Transactions
Create new template
In the left menu click “Finance” and select “Transaction”. A “Create Custom Transaction” window will open. Fill “Actual Date” and “Name” fields and enter as many entries as you want. You can choose to post the transaction immediately or just create an un-posted transaction. You can also save the form as a template that you can load and reuse later to create more transactions. Once your transaction entries are balanced, click on “Save” to generate the transaction.
Load an existing template
You can load an existing template to create a
custom transaction. Click on the template that you want to use, and the GL
account entries will be loaded. You will only need to set the amounts for each
entry and save the transaction.
Please use the link below to load a video walkthrough of how to create custom transactions and build transaction templates.
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