Accoxi enables the user to record all kinds of business transactions that are involved in the firm.
A financial transaction is an agreement or communication, carried out between a buyer and a seller to exchange an asset for payment. It involves a change in the status of the finances of two or more businesses or individuals A transaction is any kind of action involved in conducting business, or an interaction between people. Accoxi enables the user to record all kinds of business transactions that are involved in the firm.
A financial transaction is an agreement or communication, carried out between a buyer and a seller to exchange an asset for payment. It involves a change in the status of the finances of two or more businesses or individuals. In this video, you’ll learn how Accoxi, an online accounting software who enables the user to access all kinds of business transaction details in an organization.
Key Features of Transactions;-
Click the Accounts module and select Transactions.
When user click on Transactions, it opens in to Accounts search.
Accounts Search
Accounts search consist of various menus and it shows the details of all the transactions that involved with the firm. It shows the transaction date, transaction type, amount, debit and credit ledger.
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1. Filter |
The filter of transactions can be done in two ways-Either you can directly enter the transaction type into the search bar near the filter option or by clicking the filter dropdown. Users can filter the data by transaction type, ledger name, ref no, by canceled, or by the date. If the transaction data can filter by using the date format, need to enter the starting date and the end date of the transactions. Data filter by transaction type include sales invoice, purchase invoice, bills, debit notes, credit notes, etc.
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2. Refresh |
If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
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3. Export |
The transaction list can be export to Excel format. Click the Export button at the top right corner near the +New button. Select the file location and click on save.
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4. Cancelled |
Cancelled transactions are indicates with red colour.
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5. View |
View menu enable the user to view the invoice of particular transaction that already created. |
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6. Settings |
This menu include edit function and if the user want to edit the created form, it can done by using this menu. After clicking the Edit option, invoice form will appear on the screen. |
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7. Pagination control |
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page. |
Yes, you can export the Transactions data in to excel format.
Filter menu enable you to filter the Transactions data by transaction type, reference number, by cancelled, draft, transactions, or by the date. If the transaction data can filter by using the date format, need to enter the starting date and the end date of the transactions. Data filter by transaction type include contra, journal, payment, receipt or all.