How to create a NEW Transaction Entry (unposted transaction)?
1. Once you’re logged in, click the “FINANCIALS MODULE” icon.
2. Click the “LEDGER” button located at the top navigation bar.
3. Click on “UNPOSTED TRANSACTIONS” button found at the left side bar.
4. All Unposted Transactions will be shown. To view the details, click a TRANSACTION ID found at the left side of the Unposted Transaction window.
5. You will be redirected to this page. Scroll down to see the other sections. Below the Transaction windows, all transaction entries are listed.
a. If you want add a new entry quickly, and with less details, scroll down and you will this section. Provide all necessary details and click the “ADD” button.
b. If you want to create a more DETAILED NEW ENTRY, click the “CREATE TRANSACTION ENTRY” button found at the right side of the TRANSACTION ENTRIES window.
c. You will redirected to this page. Provide all necessary details, and click the “CREATE” button found at the bottom of the screen.
