Sometimes you wish to create a manual transaction for your bank account - Or for example for a non-bank-feed account like petty cash.
Note
It's only possible to create a manual transaction for a non-bank-feed bank account. For example if you've created a petty cash account. Let us know if that fits your use case or if you need any improvements.
Add a manual transaction
Go to your bank account and click the Add transaction button at the top right corner.
You can then select one of two options:
Spend Money
Receive money
After you've clicked either spend or receive money a modal opens where you can enter all your transaction details.
Note that you need to select a customer to be able to record a transaction.
Depending if you have a NET or GROSS amount, you can toggle the Tax inclusive on or off.
Toggle Off: You enter a NET amount
Toggle On: You enter a GROSS amount.
