{"id":695,"date":"2023-04-07T13:17:44","date_gmt":"2023-04-07T10:17:44","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/banking-feeds-and-reconciliations\/managing-transactions\/"},"modified":"2024-10-15T14:42:52","modified_gmt":"2024-10-15T11:42:52","slug":"managing-transactions","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/banking-feeds-reconciliations\/managing-transactions\/","title":{"rendered":"Managing Transactions"},"content":{"rendered":"\n<p>The Transactions page summarizes income, expenses, and profit transactions.<\/p>\n\n\n\n<p>Managing Transactions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Banking<\/strong> on the Navigation menu.<\/li>\n\n\n\n<li>Select <strong>Transactions <\/strong>from the dropdown to access the <strong>Transactions page<\/strong>.<\/li>\n\n\n\n<li>Hover your mouse over a Transaction to reveal <strong>Show<\/strong>, <strong>Edit<\/strong>, and <strong>Duplicate <\/strong>options.<\/li>\n<\/ul>\n\n\n\n<p>Click the three horizontal dots <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"18\" class=\"wp-image-574\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png 52w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49-50x38.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> to reveal <strong>Connect<\/strong>, <strong>Print<\/strong>, and <strong>Download PDF<\/strong> options.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"643\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07132022\/image-10-1024x643.png\" alt=\"Managing Transactions\" class=\"wp-image-698\" style=\"width:840px;height:527px\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07132022\/image-10-1024x643.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07132022\/image-10-300x188.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07132022\/image-10-768x482.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07132022\/image-10.png 1227w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check a Transaction&#8217;s checkbox for additional options at the top of the Transactions listing.<\/li>\n\n\n\n<li>You can <strong>Delete<\/strong> or <strong>Export<\/strong> transactions.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Editing Transaction Details<\/strong><\/h2>\n\n\n\n<p>From the Transactions page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20122609\/edit-income-1024x576.png\" alt=\"Editing Transaction Details\" class=\"wp-image-1489\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20122609\/edit-income-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20122609\/edit-income-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20122609\/edit-income-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20122609\/edit-income-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20122609\/edit-income.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on a Transaction to access the Transaction details page.<\/li>\n\n\n\n<li>From the details page, click <strong>Edit.<\/strong><\/li>\n\n\n\n<li>Update the Transaction details.<\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>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.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Set Default Transactions Tab<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Banking <\/strong>on the <strong>Navigation menu<\/strong> and select <strong>Transactions<\/strong> from the drop-down options.<\/li>\n\n\n\n<li>On the Transactions List page, Click the Pin icon on a tab.<\/li>\n\n\n\n<li>This sets that Tab as the default.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1690\" style=\"aspect-ratio: 2880 \/ 1690;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/15144245\/transactions-pin-tab.mp4\"><\/video><\/figure>\n\n\n\n<p>When you visit the Transactions page next, the pinned tab will be the default loading page.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Transactions page summarizes income, expenses, and profit transactions. Managing Transactions: Click the three horizontal dots to reveal Connect, Print, and Download PDF options. Editing Transaction Details From the Transactions page: You can print or download the transaction document from the details page by clicking the three dots at the top right and selecting the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":668,"menu_order":6,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-695","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/695","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=695"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/695\/revisions"}],"predecessor-version":[{"id":3112,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/695\/revisions\/3112"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/668"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=695"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=695"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}