Managing Transactions

Estimated reading: 1 minute

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.

Managing Transactions
  • 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:

Editing Transaction Details
  • 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.

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Managing Transactions

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