Transactions are used to maintain records between Customers or Suppliers and the company. There are two different types of Transactions available for the user to create, Invoices and Vouchers. An Invoice represents charges due from Customers and a Voucher represents payments due to a Supplier. Both Invoices and Suppliers can also be generated automatically.
From any page in the tractFile application a Menu is displayed on the left side of the page. To navigate to the Invoices or Vouchers mentioned click the Transactions category which will drop down a list of subcategories. From the dropdown list select either Invoices or Vouchers to bring up a grid of all records for that subcategory.
Vouchers (Also take a look at the Automatic Voucher Generation Process)
Invoices (Also take a look at the Automatic Invoice Generation Process)
Each subcategory also contains another dropdown pertaining to the status of the records. Selecting one of the status items will open up a grid with only records that are of the same status.
