Overview

In this article, we will review how to add a transaction. 

Steps to add a Transaction

Step 1: Navigate to the profile you'd like to add a transaction to and click on the Transactions Tab.

Step 2: Enter in the Date of the Transaction, a brief description, the Transaction Type, the Dollar Amount, and the Status of the transaction (whether it was Billed, Paid, Cancelled, etc.) 

Step 3: If you'd like to add multiple of the same transaction, you can increase the Units field to be how many transactions you'd like this to count as. 

Step 4: If you want to tie this transaction to a Housing Contract/Residency Agreement, the current unit will be listed under the Contract field which you can select. 

Step 5: Once you're satisfied with the transaction details, click the Add button and the transaction will be added to the profile. 

Note: If the transaction you just created is a deposit, you can click the gray button to the right of your transaction and this will auto-generate a Deposit Activity on this profile.