New transaction

You can create a new transaction in the Finance - Accounts and cash registers section by clicking on the "New transaction" button.


Or in the Finance - Financial transactions:


You need to indicate the following details:

  • date and time of the transaction;
  • payment item, for instance, purchase of consumables (read about payment items in greater detail here);
  • cash register where the funds are transferred from ot transferred to;
  • recipient or payer: supplier, client or employee;
  • select a supplier, client or employee from the drop down list (to select a supplier or a client start entering their name);
  • amount to transfer;
  • comment.

Click the Save button.