Transactions

The Transactions function allows the institution to record transactions required to cancel some expenses registered within the platform. This guide will walk you through each step to ensure effective use of the system.

Step 1: Recording a New Transaction

To start, complete the requested information in the box on the left side of the screen to register a new transaction. If available, you can also enter a digital receipt for the transaction. Once all information is entered, click OK to save the record.

After saving, the new transaction entry will appear with the options to Edit, Details, and Delete enabled for further management if needed.

Step 2: Consulting and Filtering Transactions

This function allows you to consult past transactions. If you have a large number of records, you can use the filters at the top of the screen. Indicate a start and end date for the period you wish to consult and click Apply to view the filtered transactions.

Video Tutorial

By following these steps, you can efficiently record, manage, and review the institution's transactions, ensuring accurate financial tracking and easy access to transaction records.

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