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Listing Account Transactions

Tapping an account in the Accounts screen lists all transactions linked to the account.

To enter a new transaction, tap Add a new transaction. To edit or carry out an action for an existing transaction, simply tap the transaction.

You can also:

  • Search for a transaction.
  • Change the sort order.
  • Export the list of transactions in CSV format.

Why are transactions greyed out?

A greyed-out transaction indicates one or more of the following:

  • The transaction appears on a statement. For these, you are not able to change information such as the transaction type or amount. If you need to correct an amount you previously entered, you can edit the transaction from the Statement screen.

  • The transaction is dated before the date of the last Profit and Loss consolidation or VAT return.

Opening a transaction gives the reason why it is greyed out at the bottom of the transaction form.

Further Information

For further information, please refer to: