Create a New Transaction

Enter data about a new transaction.

  1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Transactions” tab.
  3. In the “TRANSACTIONS” window that opens, click on the “Transaction Actions” button at the top right and choose “+Add New Transaction.”
  4. In the “ADD TRANSACTION” window that opens, click on the “Vendor Payee” dropdown menu and choose the vendor whom you paid for this transaction.
  5. Click on the “Transaction Type” dropdown menu and select the type of transaction.
  6. Click in the “Transaction Date” box to reveal a calendar from which to select the date on which the transaction took place.
    • To change the month, click on the forward and back arrows at the top right corner of the calendar window.
  7. Click on a date to select it. Click on the “Set” link at the top right corner of the window to close the calendar, and return to the “ADD TRANSACTION” window.
  8. In the “Reference #” box, enter an optional alphanumeric designation that you or the vendor have assigned to this transaction, such as a job number or purchase order number.
  9. Click on the “Payment Account” dropdown menu and select the account you used to remit payment for this transaction.
  10. To itemize and specify the transaction purpose, click on the “Select Account” dropdown menu and select the account to which this transaction applies.
  11. In the “Description” box, enter a description of the item or service purchased.
  12. Enter the amount of the transaction in the “Amount” box.
  13. If the transaction included multiple items or services, click on the “Add Line” button to add another instance of the account, description, and amount. Follow steps 9 through 12 above to enter data for this new line.
    • To clear transaction data from all lines, click on the “Clear Lines” button.
  14. Enter other comments and information about the transaction in the “Transaction Notes” box.
  15. In the “File Attachments” section, click on the “Add File Attachments” link. Locate the file you want to upload. Click on the name of the file to select it, or Shift-click to select multiple documents. Click on the “Open” button to continue. You can upload a file up to 15 MB in size. Repeat this process to add more files.
  16. When you are happy with your transaction setup, click on the “Save” button.
    • To exit the “ADD TRANSACTION” window without creating a transaction, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.