How to Use Transactions
The Transactions page brings payments, expenses, and credit notes into one timeline. It gives you a quick way to review money moving in and out of your workspace.
Opening Transactions
Open Transactions from the navigation menu. Each row shows the date, transaction type, reference, amount, and status.
Finding a Transaction
- Type: Show payments received, expenses added, or credit notes issued.
- Date range: Choose a start and end date for the period you want to review.
- Search: Find a transaction by reference, client or vendor name, or description.
- Results per page: Change how many transactions appear at once.
Opening the Source Record
Select a transaction reference to open the invoice, expense, or credit note that created it. Payments appear as money received, while expenses and credit notes appear as money deducted.
Tip:
Use the type and date filters together when you need to review one part of your finances for a specific period.