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
| Field Name | Description |
| 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 |
| Contract | Linked Contract |
| Invoice Date | Identify the Invoice Date |
| Paid date | Identify the Paid Date |