Home > Kashoo Transactions

On the Transactions page, you will find all the transactions that have been reviewed, categorized, and posted to your ledger. This is the data that informs your Dashboard and Reports.

Summary information on your business is displayed in the mini-report area at the top of the screen. Here you will find your total income and expenses, your net income for the current fiscal year, and your net cash.

For transactions that have not been imported from your connected accounts, or uploaded through transaction files, you can manually create the transactions you need to bring your ledger current.  

Click on the + Add button and enter the information for the required transaction. You may enter an Expense, Income, Transfer, Expense Refund, or Income Refund.

Immediately upon adding your new transaction, it will be incorporated into the summary report at the top of the page, as well as your Dashboard and Reports.


Quick Links!

Start Up Guide       The Smart Inbox       Importing Data        Accounts        Dashboard Transactions        Contacts        Invoices     Reports       Settings        Taxes 

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