OverviewTransactionsTreasuryStatements
← Transactions

New Transaction

Cascading entry — each step narrows the next set of options. The form posts to the ledger and auto-generates journal entries via the schema's triggers.

Date

1

Bank Account

Pick the account hit by this transaction. Currency locks to it.

2

Cashflow Direction

Money in, money out, or moving between accounts.

Internal transfers between bank accounts are handled separately in the Treasury page (still to be built).

3

Assetoptional

Optional — tag the asset this transaction relates to.

4

Transaction Classification

Filtered to subtypes matching the cashflow direction above.

5

Employeeoptional

6

Amount, Description, Attachment

0
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