Perform auxiliary actions on accounts with transactions

To perform auxiliary actions on accounts with transactions, click the needed account, then click the needed currency. Now you can:

• Create transaction
• Show transactions
• Show dashboard
• Show details
• Show account tree
• Block account
• Transfer accounts
• Edit account
• Add connector
• Add formulas
• Remove account

Create transaction

To create a transaction:

1. On the right side of the needed account, click the options icon and from the dropdown list, select Create transaction.
   

2. In the Make transaction dialog:

   1. Select the type of transaction: Debit or Credit.
   2. Enter an amount in the Amount field.
   3. (Optional) Enter a comment in the Comment field.
   4. (Optional) Modify the original date.
   5. (Optional) Enter extra parameters by clicking Extra parameters.
   6. Click Make transaction.

   

The transaction is created, and the success message appears at the top of the page.

Show transactions

To show transactions, on the right side of the needed account, click the options icon and from the dropdown list, select Show transactions.

The Transactions history dialog appears where you can:

• Filter transactions by the needed period and type
• Find a transaction
• Create corrective transactions
• View transaction details

Show dashboard

To show a dashboard, click the options icon on the right side of the needed account and from the dropdown list, select Show dashboard.

The dashboard appears where you can:

• Move the dashboard dialog to the needed place
• Filter data by the needed period and account value type
• Refresh data

Show details

To show account details, on the right side of the needed account, click the options icon and from the dropdown list, select Show details.

The Account details dialog appears where you can copy the debit account ID and credit account ID.

Show account tree

To show the account tree, on the right side of the needed account, click the options icon and from the dropdown list, select Show account tree.

The account tree appears as a graph.

Block account

To block an account, on the right side of the needed account, click the options icon and from the dropdown list, select Block account.

The account is blocked, and the following options are unavailable: Create transaction, Transfer accounts, Edit account, Add connector, and Add formulas. To unblock the account, on the right side, click the options icon and from the dropdown list, select Unblock account.

Transfer accounts

To transfer accounts and transactions against them:

1. Click the options icon on the right side of the needed account and from the dropdown list, select Transfer accounts.
   

2. In the Transfer accounts dialog, select the needed actor and click Transfer.
   

The account with its transaction history has been transferred to the selected actor.

Edit account

To edit account:

1. On the right side of the needed account, click the options icon and from the dropdown list, select Edit account.
   

2. In the Manage Tags & Triggers dialog:

   1. Edit Tags and Triggers fields in the Details tab.
      

   2. Add or remove the user with whom you want or don’t want to share the account in the Access tab.
      

   3. Add minimum and maximum values and turn on or off the toggles in the Advanced options tab.
      

   4. Click Save.

The account has been edited.

Add connector

To add a connector:

1. On the right side of the needed account, click the options icon and from the dropdown list, select Add connector.
   

2. In the Add connector dialog, select the needed connector, type of account (Debit or Credit) and click Add connector.
   

The selected connector has been added to the account.

Add formulas

You can add formulas to an account to enable the automatic calculation of a Debit or Credit account balance based on selected values. Formulas allow you to calculate the average value of the selected accounts (AVERAGE) or the sum of their balances (SUM) and to perform the following mathematical operations on the selected account balance values to calculate the account value:

• Addition (+)
• Subtraction (-)
• Division (:)
• Multiplication (*)

To add formulas:

1. On the right side of the needed account, click the options icon and from the dropdown list, select Add formulas.
   

2. In the Debit formula or Credit formula field of the Add formulas dialog:

   1. Click the account icon , enter the needed actor name, select the needed account and type (Debit or Credit).
      

   2. Enter the needed mathematical operator (+,-,:,*) and enter the next actor name with an account and type the same way as in step a.

   3. Click Save.

The formulas have been added to the account.

See the video below about calculating the average value of the selected accounts.

Remove account

To remove an account:

1. On the right side of the needed account, click the options icon and from the dropdown list, select Remove.
   

2. In the Delete selected account confirmation dialog, click Permanently delete.
   

The account has been removed and doesn’t appear in the account list.