Managing Transactions

The Transactions page summarizes income, expenses, and profit transactions.

Managing Transactions:


- * Click Banking on the Navigation menu.


- * Select Transactions from the dropdown to access the Transactions page.


- * Hover your mouse over a Transaction to reveal Show, Edit, and Duplicate options.

Click the three horizontal dots to reveal Connect, Print, and Download PDF options.




- * Check a Transaction’s checkbox for additional options at the top of the Transactions listing.


- * You can Delete or Export transactions.

**Editing Transaction Details**

From the Transactions page:




- * Click on a Transaction to access the Transaction details page.


- * From the details page, click Edit.


- * Update the Transaction details.


- * Then, Save.

You can print or download the transaction document from the details page by clicking the three dots at the top right and selecting the print/download pdf option.

**Set Default Transactions Tab**

- * Go to Banking on the Navigation menu and select Transactions from the drop-down options.


- * On the Transactions List page, Click the Pin icon on a tab.


- * This sets that Tab as the default.

When you visit the Transactions page next, the pinned tab will be the default loading page.

Updated on: 23/03/2025