Transactions

There is an easier way to create a transaction, that works for current tenants only. See Transactions screen for details.

Step 1 - Open the tenant's Main Tenant Information screen.

See Open Tenant Information for details.

Step 2 - Click on the Add Transaction button

• Click the "Add Transaction" button on the right of the Main Tenant Information screen.

Step 3 - Select the transaction type.

• Select a transaction type from the Type drop-down box.

You will be able to change this during the next step.

Step 4 - Enter information

Usually you will simply enter the date and amount of the transaction and then click Apply Now.

• Select the date of the transaction from the drop-down box.
• Type in the amount of the transaction in the Amount box.

For details on the other fields on the Transaction screen, see Transaction Editor.

Step 5 - Save or Cancel

• Press Apply Now to save the transaction immediately.
• Press Apply Later to hold the transaction to a future time.
• Press Cancel to cancel the transaction.

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