Transactions
  • 17 May 2024
  • 1 Minute to read
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Transactions

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Article summary

Actors communicate with each other via accounts, transactions, and formulas. Transactions change actor states and account balances. Transactions can be made both manually and automatically.

On the Transactions page, you can see the following:

  1. Left navigation panel
  2. Page name
  3. Tab (Numeric, Form Fields)
  4. Filters (time period, account, type, actor)
  5. Search field (by reference ID, transfer ID, comment)
  6. Export button
  7. Search field
  8. Filter (Fact, Plan)
  9. Make transaction button
  10. Create actor button
  11. Tab filter
  12. Collapse icon
  13. Invite Users button
  14. Workspace name
  15. Profile menu

Transactions page

On the Transactions page, you can:

  1. Make a transaction
  2. Filter transactions
  3. Find a transaction
  4. Export a transaction
  5. Perform auxiliary actions

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