Transactions overview

This page illustrates how to summarize and manage all accounts' transaction data in the Transaction management module

1. The system consolidates transactions from all accounts for management under the Transaction page.

2. Based on the type of business activity, transactions are divided into three lists: Transfer, Trade, and Gain/Loss.

3. In each list, you can view basic transaction information, there is a filtering feature that helps with locating data, and a feature that allows export of transaction data.

Click on a transaction in the list to view more details about the transaction.

Additionally, in the Transaction management module you can manage automation rules related to transactions

1. Automatic bookkeeping rules for transaction data

2. Automatic bookkeeping rules for business data

3. Counterparty identification rules for transaction data