Adding a Customer/Project in Transaction Manager

In scenarios where a transaction involves a customer or project not already listed in your client’s books, the Transaction Manager module provides a straightforward way to add this new entity directly through your client's portal.

Steps to Add a New Customer/Project

1. Access Transaction Manager:

   • Navigate to the Transaction Manager module within your client's portal.

2. Locate the Transaction:

   • Find the transaction to which you need to assign a new customer or project. Use filters or the search box for easier location.

3. Initiate the Edit Process:

   • Click on the "•••" (three dots) in the Action column of the selected transaction.

4. Select Edit:

   • Choose the "Edit" option from the dropdown menu.

5. Enter Customer/Project Details:

   • In the popup window, type the name of the new customer or project in the appropriate field.

6. Add the Customer/Project:

   • When the name appears in the dropdown list, click on “Add ‘customer/project name’”.
     

7. Configure Additional Details:

   • • In the new window that appears, if required, select the relevant Payee Type (e.g., Customer).

8. Save the New Entry:

   • • • Click on the “Save Changes” button to complete the addition of the new customer or project.

Result of the Addition

• Customer/Project Available for Future Transactions: After successfully adding the new customer or project, it will be integrated into your client’s portal and general ledger. This new entry can now be used for any relevant transactions within the system.