Transactions

💡These articles explain how transactions work and how to set up, view, edit, copy, batch update and approve them, with examples.

Articles#

• Batch Updates: Shows how to select several records and apply a Batch Update to them, with the access settings and examples of batch update functions.
• Copying Transactions: Describes the copy screen, with its statuses, filters and item fields, and shows how to copy a customer transaction to a supplier transaction.
• Examples: Lists step-by-step examples of customer, supplier and general ledger transactions, from quotations and sales orders to invoices, payments and ledger entries.
• Point of Sale: Describes the cash sales settings for using a transaction as a point-of-sale screen and how to add and scan barcodes on Item prices.
• Summaries (Context Menu): Describes the summaries on the transaction context menu: customer, supplier and Item summaries, cost of sales, linked transactions, outstanding, timekeeping, audits and emails.
• Transaction Approvals and Checklists: Describes the checklist interface, how to use checklists on transactions and the Approvals module with its access settings, buttons, filters and fields.
• Transaction Edit Views: Describes the transaction edit view, with its menu buttons, interface, item buttons, fields and context menus.
• Transaction List Views: Describes the transaction list view, with its buttons, filters and fields in the transactions and items views, and the summary and board views.
• Transaction Setup: Describes the Transaction Types screen and its Status, Copy Rules, Input Fields, Output, Categories and Checklist tabs.
• Transaction Summary View Customisation: Shows how to customise the summary chart view by dragging fields into the filter, heading and row sections and adding prefilters.
• Transaction Types Setup Tutorials: Shows how to create, edit, copy and delete Transaction Types, set their default accounts and find their IDs.
• Transactions - Extra Datasets: Describes the contract billing, procurement and import or export fields that settings add to a transaction header.
• Transactions - Payment Schedules: Shows how to set up a Payment Schedule on a Transaction Type and link a transaction to it for loan or finance repayments.
• Transactions Reference: Describes the main transaction features, including accounting, deposits, estimating, inventory, pricing, multi-currency, statuses, links and flows and two-part transactions.