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Review transactions

4 July, 2023

Menu: Finance > Review Transactions

This form allows you to get all records that are:

  • Marked for Review
  • Draft records
  • With Tax amount varied manually
  • With Suspense account

Click on the record’s Action Menu to:

  • open transaction to see all data and edit / delete record
  • (Marked for Review only): uncheck the Mark

This form allows you to:

  • import the list of transactions in Excel by clicking the Excel icon just above grid headers, next to Search,
  • search through the transactions by using the Search field above the grid: enter key word and click Enter,
  • sort the list by columns: simply click on column’s header

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