Add a regular transaction
Go to the Accounting tab and select Transactions at the top.
Click Add New in the top-right corner.
Select the account you want to add the transaction to. The account must be managed before transactions can be added.
Enter the transaction details:
Date of the transaction
Deposit or withdrawal
Category
Value
Transaction name
Money Type: Capital or Revenue (Canada) / Principal or Income (US)
Click Save.
The transaction appears in your accounting screen.
Add a transaction linked to inventory
Use this method when recording the proceeds from selling or liquidating an asset.
Go to the Accounting tab and select Transactions at the top.
Click Add New in the top-right corner.
Select the account the transaction will go through.
Enter the transaction details, including date, deposit amount, and category. For this type, select Asset Sale / Bank Transfer / Deposit as the category.
Select the asset from your inventory that you want to liquidate (e.g. a property or holding).
Specify the holding (if applicable), the value to liquidate, and the quantity. Click Save.
The transaction appears in the Transactions screen and the asset in inventory is updated accordingly.
Conclusion
Transactions are now recorded. Contact [email protected] if you need help.
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