How to add a individual transaction

Modified on Tue, 26 Mar 2024 at 12:10 PM

[embed]https://www.youtube.com/watch?v=sSYN76PjHjA&t=151s[/embed]

This article looks at Individual transactions (see video)

Individual one-off transactions can be added from a:

  • Property
  • Unit
  • Tenancy
  • Work order
  • Property owner contact

To do this, simply find the appropriate 'Statement' in any of the above areas. Here you will see the option to 'Add Transaction'. Example: adding a transaction directly on the Property Owner Contact:

 


Adding a transaction from the contractor app:


   


   

                     

   

       

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