Can I add journal transactions to the Portal? The answer is YES.
Follow the steps below to do journal transactions:
- In the Accounting & Reports > Journal Transaction
- Add New
- Add Description, Date, Property, Unit (optional), Tenant (optional)
- Select the Account, Add Description, Reference #, Debit Amount and Credit Amount
- Once done, click ‘Submit.’
- Once you create the Journal Transaction, there is an additional option to Upload Documents for your convenience. Make sure to click View Details and not Edit
- Note: Maximum of 5 documents only; select one at a time.
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