Transactions

A transaction represents an individual instance in which your community either spends or receives money. Transactions include anything from utility payments and maintenance fees to dues payments and sponsor contributions.

Enter data about a new transaction. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, click on the “Transaction Actions” button at the top right and choose “+Add New Transaction.” In the “ADD TRANSACTION” window that … Read more

If you entered a transaction that no longer is viable, delete it so it no longer appears in Financials. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, locate the transaction in the list. If you … Read more

Review all your transactions in one downloadable spreadsheet-compatible file. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, click on the “Transaction Actions” button at the top right and choose “Download Transaction Data.” Choose where to … Read more

Edit the information you have entered for a transaction. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, locate the transaction in the list. If you need to narrow down the items displayed in the list, … Read more

The “Search Transactions” box below the title of the “TRANSACTIONS” window enables you to search among your transactions to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. To search all transaction criteria at the same … Read more