Managing Transactions
The Transactions page summarizes income, expenses, and profit transactions.
Managing Transactions:
- Click Banking on the Navigation menu.
- Select Transactions from the dropdown to access the Transactions page.
- Hover your mouse over a Transaction to reveal Show, Edit, and Duplicate options.
Click the three horizontal dots to reveal Connect, Print, and Download PDF options.
- Check a Transaction’s checkbox for additional options at the top of the Transactions listing.
- You can Delete or Export transactions.
Editing Transaction Details
From the Transactions page:
- Click on a Transaction to access the Transaction details page.
- From the details page, click Edit.
- Update the Transaction details.
- Then, Save.
You can print or download the transaction document from the details page by clicking the three dots at the top right and selecting the print/download pdf option.
Set Default Transactions Tab
- Go to Banking on the Navigation menu and select Transactions from the drop-down options.
- On the Transactions List page, Click the Pin icon on a tab.
- This sets that Tab as the default.
When you visit the Transactions page next, the pinned tab will be the default loading page.