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Transactions

Transactions

All the transactions, their settings and examples.

Proposal Templates Edit and List Views

Explains the interface from which proposal templates are created.

Proposals Tutorials

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

Transactions List View Interface

Explains the interface from where you can display a list of transactions.

Transactions List View Tutorials

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

Transactions Edit View Interface

Explains the interface from which transactions are created.

Transactions Edit View Tutorials

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

Transaction Warnings and Troubleshooting

Warnings Issue Applicable to: Warning Shows How to Fix The Dr Account or Cr Account is blank. Accounting transactions Trial...

General Transaction Features

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).

Transaction Allocations

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