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.