Transactions

💡These articles explain how to create and manage transactions, including ledger transactions, allocations, proposals and transaction warnings.

Articles#

• General Transaction Features: Describes how prices, stock quantities, statuses, settings and output work on all transactions.
• Ledger Transaction Tutorials: Shows how to record bad debts, depreciation, discounts, foreign exchange, loans, payroll and periodic inventory journals.
• Proposal Templates Edit and List Views: Describes the Transaction Type settings for proposals and the Proposal Templates list and edit views.
• Proposals Tutorials: Shows how to create a proposal template and add, change and update a proposal on a transaction.
• Transaction Allocations: Shows how to allocate payments to invoices, change or remove allocations, and handle foreign currency and WHT allocations.
• Transaction Warnings and Troubleshooting: Lists the warnings shown on transactions and solutions to common problems, such as missing accounts, items or columns.
• Transactions Edit View Interface: Describes the transactions edit view: its buttons, warning bar, header, item fields, allocations, item tracking and footer.
• Transactions Edit View Tutorials: Shows how to create, edit, copy and delete transactions, change an item's unit, link transactions and assets, and add notes and Followers.
• Transactions List View Interface: Describes the buttons, filters and fields of the transactions and items list views.
• Transactions List View Tutorials: Shows how to view, filter, copy and batch update transactions and their items, and view allocations.