The Transaction Module allows you to record transactions between different accounts, such as crediting one account and debiting another. 

You can access this feature from the left panel of the dashboard by navigating to Finance Configuration.

Permissions

This module contains four permissions:

• List Transaction: Anyone with this permission can list all the transaction details.
• Create Transaction: Anyone with this permission can create a new transaction.
• Edit Transaction: Anyone with this permission can edit a transaction.
• Delete Transaction: Anyone with this permission can delete a transaction.

Module Functions

In the Transaction Module, you can perform the following actions:

• Add New Transaction: Opens a form to add a new transaction.
• Filter: Allows you to filter records based on available options.
• Sort By: Allows sorting records in ascending or descending order by supported columns.
• More Options: Provides options to print or download the list of transaction details.

At the bottom of the page:

• Pagination: Navigate to the next and previous pages, and set the number of records displayed per page.
• Edit/Delete Transaction: Each row includes options to print the transaction receipt, show, edit, or delete the transaction.

Creating a Transaction

To create a transaction, fill in the necessary details and upload any related documents. Once completed, click the "Save" button to store the transaction details.

Support

If you encounter any issues, please raise a ticket at our support portal.