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Transactions

PreviousAdding and Generating DocumentsNextManually Adding Transactions

Last updated 10 months ago

Transactions show you all the transactions in your company, for example payments, etc. They are searchable and filterable, for example by deal or date and more.

Additionally, you can filter for Wires Bounces and Merchant Payments easily with one touch buttons located in figure 2.

*Tagging and auto-tagging is a deprecated feature and set to be phased out.

The transactions tab gives you the option to add manual transactions and refunds. Adding manual transactions can involve the Transactions and other pages and is detailed in the page.

Manually Adding Transactions
Figure 1. Transactions Screen
Figure 2. Filter shortcut buttons