New transaction

You can create a new transaction in the Finance > Accounts and Registers and Finance > Financial Transactions sections.

1. To create a new payment transaction click on the New transaction button.

2. Indicate the following details:

• date and time of the transaction;
• payment item, for instance, purchase of consumables;
• cash register where the funds are transferred from ot transferred to;
• recipient or payer: supplier, client or team member;
• select a supplier, client or team member from the drop down list (to select a supplier or a client start entering their name);
• amount to transfer;
• comment.

3. Click the Save button.