To create a new Transaction you will need to navigate to the Transaction section and then press the +. You will then be provided with the Transaction entry screen ready for you to complete.
List of all the fields on the default Transactions entry screen
|Transaction#||Unique identifier for the Transaction record, generated by the solution|
|Type||Allocate the Type of Transaction, default drop down list values - Purchase / Sale|
|Name||Free text field to identify the name of the Purchase / Sale|
|Unit Price||The Unit Price to be used to calculate the total of the Transaction record|
|Qty||The amount of Units to be used to calculate the Total of the Transaction record|
|Net Value||Manual entry of the net value for the Transaction |
Clicking the chain icon at the end will set the value to auto calculate based upon the values entered in the Unit Price and Qty.
|Gross Value||Manual entry of the Gross Value of the Transaction|
|Invoice Date||Identify the Invoice Date|
|Paid date||Identify the Paid Date|