How to complete cash/bank transaction
To complete a cash/bank transaction, follow these steps:
- Mark transaction on the list of cash/bank transactions and edit it by clicking [Edit] in the List buttons group or by double-clicking on it
- Transaction form will be opened
- Go to tab: Payments
- On the left side of the tab you will see available payments the selected transaction can be settled with
- Select payment by double clicking on it with the left mouse button
- The payment will be automatically transferred on the right side of the tab with combined planned payments
- Click [Save] in the Transaction buttons group
- The transaction will appear on the list with status: Applied or Partially Applied