Transaction

Below is a guide for using the Transaction page

  1. Dashboard Menu

    • Displays your business financial summary

    • Shows total balance across all wallets

    • Displays total payables and receivables

    • Shows number of products sold and purchased

    • Contains transaction graphs for analysis

  2. Transaction Menu

    • Contains a list of all transactions made

    • Can view purchase and sales transaction history

    • Can add new transactions

  3. Wallet Menu

    • Manage various business wallets/cash

    • Wallet search feature

    • Can add new wallet using "+" button

    • Shows balance for each wallet

    • Can view transaction details per wallet

  4. Document Menu

    • Quick access to:

      • Product List

      • Customer List

      • Supplier List

  5. Report Menu

    • View reports:

      • Purchase Report

      • Sales Report

      • Wallet/Cash Report

Navigation:

  • Use the navigation menu at the bottom to move between pages

  • Icons and labels indicate the function of each menu

  • Active menu is marked with a different color

Additional Features:

  • Pull down (pull to refresh) to update data

  • Use search feature to find specific data

  • Click items to view more details

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