Transactions

Transactions are the individual financial entries that make up your accounting ledger. Every invoice payment, bill payment, and manual entry creates a transaction.

Automatic Transactions

Many transactions are created automatically when you:

• Record an invoice payment — Creates an income transaction.
• Record a bill payment — Creates an expense transaction.
• Issue a credit note — Creates an adjustment transaction.

Manual Transactions

For entries not tied to invoices or bills:

1. Navigate to Accounting > Transactions.
2. Click New Transaction.
3. Fill in the details:
   • Date — Transaction date.
   • Description — What the transaction is for.
   • Amount — The transaction amount.
   • Account — The account from your chart of accounts.
   • Category — Expense or income category.

Viewing Transactions

The transaction ledger shows all entries with:

• Date
• Description
• Account
• Debit/Credit amount
• Running balance

Use filters to narrow down by date range, account, or category.

Audit Trail

Navigate to Accounting > Audit to see a complete audit trail of all accounting changes, including who made each change and when.