In the navigation bar, select the Accounts tab. Select the account for which you want to view the new transaction record. Go to the Transactions. You can see all the transactions. Refer to the image below
Account Type Purpose Operating Account Used for standard firm transactions such as invoicing, expenses, payroll, or vendor payments. Trust Account Used to hold client funds securely until billed or disbursed. Required to follow client trust ...
In the ledger table, find the entry. Click the Delete beside it. Confirm deletion when prompted Deleted transactions move to the Deleted Ledgers tab for reference.
Go to Billing → Ledgers. Click Add Income on the top-right. Enter the transaction details (date, description, amount, and related matter if needed). Click Save to record the income.
Select the Accounts module in the navigation bar. Locate the account you want to delete. Click the Delete icon. Confirm deletion when prompted. Refer to the image below. Note: If the account has active transactions, it may not be deletable for ...