In hibooks, you can create a transaction in Banking. You can use this feature in the system when either you don't have bank feeds connected or when you have deleted a bank feed by error. Learn how to manage Bank Accounts and how to add a New Bank Account.
How do I Create a Transaction ?
First you must select Banking from the side bar menu to access the page.
You will land on your default account.
Select Manage Account and then click on Add Transaction.
Complete the information.
Transaction Information
Date : the date of the transaction.
Transaction Type : you have to indicate if it is a transaction that is paid in or paid out.
Description : add a description to identify the transaction.
Payee : enter the name of the person you are paying. This field is optional.
Item
Category : select the right account for your new transaction. If you wish to create a new one, click on Create Account.
Net Amount : enter the Net Amount. The system can also calculate the Net Amount with the VAT Rate and the Total Amount.
VAT Rate : select the correct VAT rate.
Total Amount : enter the Total Amount. The system can also calculate the Total Amount with the VAT Rate and the Net Amount.
Add Item : you can create an another item in the transaction by clicking on Add Item.
Optional Information
Tags : you can add tags to the transaction.
Attach file : by clicking on this button you can attach files from your device which you want to link to the transaction.
When you are happy with the transaction, click on Save.
