Manual Transactions within the system appear as "Journal Entry" transactions. You can manage the templates used for printing these transactions easily:
Viewing and Managing Templates
Navigate to the Settings page.
Click on Templates in the left sidebar.
Select the Manual Transactions tab.
Here, you can:
View all current templates.
Import the default template, "Default Manual Transaction" (the only importable template available).
Edit, duplicate, or delete existing templates.
Choosing Your Default Template
To set your preferred Manual Transaction template:
Go to the Settings page.
Click on Company Information in the left sidebar.
Under the Website & Misc section, edit the Manual transaction print template to select your desired template.
Printing a Manual Transaction
To print a Manual Transaction:
Go to the Accounting Accounts page.
Select the relevant account.
Locate the Manual Transaction (labeled as "Journal Entry") you wish to print.
Click on the 3-dot menu beside the transaction and choose Print.
This will open your selected Manual Transaction template in a new tab, displaying all essential details, including:
Transaction #
Debit/Credit indicator
Account
Site Name
Debit Amount
Credit Amount
You can then print or save this document as needed.
