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Entering a Transaction

To enter a Transaction, first open the Transaction register as described here and select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (macOS) keyboard shortcuts. Alternatively, highlight a Transaction similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Transactions: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Transaction: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Transaction.

Complete the Transaction record as described on the pages listed below, then save it using the [Save] button (Windows/macOS) or by tapping √ (iOS/Android) and close the window by clicking the close box (Windows/macOS) or by tapping < (iOS/Android).

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The Transaction register in Standard ERP:

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