Select Accounting > View Transactions.

From here you can see a list of all of the transactions you have entered into the software.

You can sort the transactions by each column heading in either ascending or descending order, for example by date or category.

Edit/View Transactions

You can edit your business transactions by using the buttons to the right of the line.

Attach Documents

If you have a scanned copy of the original invoice it can be uploaded and attached to this transaction so that it can be viewed.

Manage Notes

Add free typing notes about this transaction.

To copy a link to a particular transaction – perhaps to send to another member of staff or your accountant.

Delete

Transactions can be deleted providing they have not been included in a completed VAT return. To delete multiple transactions select them and use the ‘Delete Checked’ button at the bottom of the screen.

Batch Edit

You can also edit multiple transactions by selecting transactions and clicking ‘Edit Checked’ at the bottom of the screen. This is handy if you want to make the same change across lots of transactions, for example to amend a category or description. See Bulk Editor.

Filter

You can filter your transactions by clicking on the filter icon:

This will allow you to filter transactions by date range, type, category, account and tax code.

This function is useful for narrowing down transactions you wish to view or edit in bulk.

To learn more about editing or deleting transaction in bulk click here.

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