Options:

• Record an Income Transaction

To record money coming into your business:

1. Navigate to Accounting
2. Select Transactions
3. Click Add Transaction
4. Select Income
5. Enter the amount
6. Select the Account the money was received into (e.g. Cash, Bank Transfer)
7. Select the Income Category (e.g. Sales Revenue, Uncategorised Income)
8. Add a date, note, or attachment if needed
9. Click Save

• Record an Expense Transaction

To record a business expense:

1. Navigate to Accounting
2. Select Transactions
3. Click Add Transaction
4. Select Expense
5. Enter the amount
6. Select the Account the money was paid from (e.g. Cash, Petty Cash)
7. Select the Expense Category (e.g. Transport, Rent)
8. Add a date, note, or attachment if needed
9. Click Save

• Record an Internal Transfer

To move money between two of your own accounts:

1. Navigate to Accounting
2. Select Transactions
3. Click Add Transaction
4. Select Internal Transfer
5. Select the From Account (e.g. Cash at Bank)
6. Select the To Account (e.g. Petty Cash)
7. Enter the amount
8. Add a date and note if needed
9. Click Save

The correct accounting entry is recorded automatically — no manual adjustment needed.|

• Edit a Transaction

To edit a manually recorded transaction:

1. Navigate to Accounting
2. Select Transactions
3. Find the transaction you want to edit
4. Click on it to open the details
5. Click Edit
6. Make your changes
7. Click Save

Note: Transactions that were automatically recorded from your Moniepoint account (CBA transactions) cannot be manually edited or deleted.

• Delete a Transaction

To delete a manually recorded income or expense transaction:

1. Navigate to Accounting
2. Select Transactions
3. Find the transaction
4. Click on it to open the details
5. Click Delete
6. Confirm the action

Note: Automatically recorded transactions from your Moniepoint account cannot be deleted.

• Filter Transactions

To filter your transaction list:

1. Navigate to Accounting
2. Select Transactions
3. Click the Filter option
4. Apply filters by date range, account, category, or transaction type
5. Your filtered results will display automatically

• View Transaction Details

To view the full details of a transaction:

1. Navigate to Accounting
2. Select Transactions
3. Click on any transaction in the list
4. The detail view will show the amount, account, category, date, and any notes or attachments