Transactions

Set transaction fees, limits and notification preferences. Process debits and credits, and your transaction types between customer accounts and/or external financial institutions.

Creating New Ledger Transaction
Using ledger transaction you can effect the balance on the account: increase it or decrease it. Navigate to omniBooks \ Ledger Transactions and select N...
Fri, 21 Apr, 2023 at 5:51 PM
Manage Ledger Transactions
Using omniBooks to manage all financial transactions for your business. Navigate to omniBooks \ Ledger Transactions to manage ledger transactions. F...
Fri, 21 Apr, 2023 at 5:26 PM
Create or Edit Journal Transaction
Journal transactions are used to create a complex transaction that affects more then one account at a time.
Mon, 13 Apr, 2020 at 9:15 AM
Create or Edit Ledger Transfer
You can create or edit two transactions at a time with a a transfer between the accounts.
Mon, 13 Apr, 2020 at 1:03 PM
omniBooks Dashboard & Analytics
Use omniBooks Dashboard to see general statistics and recent activities for your ledger and user transactions. Navigate to omniBooks \ Dashboard. Y...
Wed, 19 Apr, 2023 at 6:19 PM
Refund Transaction to original payment
You can record a refund transaction to any original payment.  If your select Issue refund to original payment the refund will be validated against the p...
Wed, 24 Nov, 2021 at 2:35 PM