Each payment and account transaction would have its corresponding documentation/invoice/receipt.
Here's what you can do here
How to access
1. Access the Accounting page by clicking on Reporting (1) in the left panel and select Accounting (2).
2. Select the eye icon button right side of the example transaction (1).
Share details with your team
1. Select the eye icon button right side of the example transaction (1).
2. In the pop-up page, click the share button (1).
3. The pop-up page that appears after you click the share button is this one. Email can be used to send an invoice. Enter the intended, working email address in the send to (1) textbox.
4. Click "Send Invoice" (1) after inputting emails in the "Send to" and "CC" fields. If there are any revisions, the user can also cancel the transaction (2).
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Download PDF file
1. Select the eye icon button right side of the example transaction (1).
2. In the pop-up page, click the Download PDF button (1).
After clicking the download PDF button, it will be automatically saved to your computer files.
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Export all transactions
- You will have a record of all the top-ups made to the account, along with all the necessary history, if you choose to export the data. Additionally, an excel file will be used to export the transaction.
1. Select the eye icon button right side of the example transaction (1).
2. After clicking the eye button, select the Export button (1).
3. In the pop-up page, select the dates preferred (1) and after choosing click the export button (2).
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Filtering data
- Filtering data can assist by searching by category for all transactions that the users wish to view.
1. Select the eye icon button right side of the example transaction (1).
2. After clicking the eye button, select the Filter search button (1).
3. Select the chosen category (1) to easily search for the essential data and click done (2).