Transaction Menu

Welcome to the Transaction Menu, your one-stop shop for managing all your client interactions!

This powerful sub-module empowers you to perform a wide range of actions related to accounts.

Key Actions - Transaction Menu

• Creating Manual Loan Transactions

• Tracking Automatic Receipts

• Balance Adjustments

• Early Settlements

• Purchase & Sale Transactions

• Day-End Reconciliation (Automatic Bookkeeping Feature)