Add New Transaction

Add New Transaction lets you add a single, repeating, or missing transaction to assess the impact on future cash flow. Here are three ways to enter a transaction.

Quick addition

You can add new transaction(s) to future dates only to an existing COA or contact on a specific date.

Please note you have to select the date range to Daily to add directly to the table.

Adding with more options

• From the Quick Action Button besides Cash In and Cash Out.
• Click the three dots besides Cash In/ Cash Out.

     OR

• Click the "+" sign on the far right at level 2 drill-down.
• Click Add a New Transaction, and a pop-up will be displayed.

• Fill in all the required fields.
• Click Save.