Examples

Transaction Examples

Explanations on how to create transactions.

• Customers

  • Quotations

  • Delivery Notes

  • Customer Invoices

  • Customer Credit Notes

  • Customer Payments

  • Customer Ledger Entries

• Foreign Currency Transactions

• General Ledger Accounts

• Payroll Transactions

• Production Processes

  • Sales Orders

• Suppliers

  • Purchase Orders

  • Supplier Invoices

  • Supplier Debit Notes

  • Supplier Payments

  • Supplier Ledger Entries

Related Topics

• Reference: Approvals & Checklists

• Reference: Batch Updates

• Reference: Copying Transactions

• Reference: Extra Datasets

• Reference: Payment Schedules

• Reference: Point of Sale

• Reference: Summaries (Context Menu)

• Transaction Setup

  • Reference: Creating & Editing

  • Reference: Data Pipelines

  • Reference: Properties

  • Reference: Setup Guide (Tutorials)

  • Reference: Transaction General Settings

  • Reference: Transaction Type Settings

  • Reference: Transaction User Settings

• Reference: Transaction Summaries(customisation)

• Reference: Transaction Edit Views

• Reference: Transaction List Views