Transactions

Explains the interface from which proposal templates are created.

These tutorials explain how to create proposal templates and use them in transactions.

Explains the interface from which transaction details are displayed.

These tutorials explain how to display a list of transactions and use the related functions.

Explains the interface from which transactions are created.

These tutorials explain how to create, edit, and delete transactions.

Explains transaction warnings and errors and how to resolve them.

Explains the features available to all transactions and the rules applied to certain transaction features (e.g. pricing and quantities).

Explains how to capture specific ledger transactions: Bad Debts, Discount Allowed, Discount Received, Foreign Exchange Transactions, Hire Purchase Agreements, Payroll Transactions, Periodic Journal Entries (Inventory Movements).

Explains how to activate, and use the Allocations feature to allocate Customer or Supplier payments to invoices.