Add Cash Transaction

Introduction

This screen allows the retail user to add a new cash transaction. For this the user has to specify the transaction date, remarks, category, amount type, currency and amount. Categorizing these transactions will help the retail user to generate the reports for transaction categorization and budgeting purposes.

Navigation

The following is the navigation for this option:

• Click the Add a Cash Transaction button in My Cash Transactions screen.

• The Add Cash Transaction screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Cash Transaction Details

Transaction Date (dd/mm/yyyy)

Specify the transaction date.

Transaction Remarks

Specify the transaction remarks.

Category

From the drop-down list, select the category.

Amount Type

Select whether the transaction is debit (Dr) or credit (Cr) type.

Transaction Currency

From the drop-down list, select the transaction currency.

Amount

Specify the amount of transaction.