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.
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.
- 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.