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 NameDescription
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
QtyThe amount of Units to be used to calculate the Total of the Transaction record
Net ValueManual 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 ValueManual entry of the Gross Value of the Transaction
ContractLinked Contract
Invoice Date
Identify the Invoice Date
Paid date
Identify the Paid Date