A General Ledger (GL) transaction is created for all financial transactions. GL Entries are created automatically in Sandbox for events that create a receivable or a payable, or an inventory adjustment. GL Entries can also be created manually through ...
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 ...
To be able to see a list of Customer's transactions; Go to Data > Customers Click on Customer Name, then choose Account in left menu With Current checked , click on Account beside Statement button to create open transaction file With Current ...
If you want to view your event as a Excel worksheet simply click on the top right drop down arrow and select Worksheet. Click here for an interactive demo https://app.arcade.software/share/of3T4SUSeiFmoBxYH9kk
While there are many shortcuts to viewing a product, the easiest way to view and edit products is through the Data > Products screen. Simply click on EITHER the highlighted product number or the eyeball icon to view the product. To edit, you can ...