Quick Action Buttons
You can take the following actions right from the table.
List of Transactions
To see a list of transactions for a specific date, click the amount box.
Quick Actions on Transactions
You can edit the contact name, date, description, amount, exclude, copy, delete, add, and exclude/ include a transaction.
- A System Projected transaction cannot be deleted.
- A User Projection cannot be retrieved once deleted.
In the monthly view, when you bring the cursor over a number, it gives you a summary of the total amount at Level 1 and Level 4. Clicking it will give the transaction details of the number.
Visit Numbers Explained for more details.
In transaction details, you can list together similar transactions pertaining to a particular chart of account or a contact.