Adding a manual transaction

Adding a manual transaction

Adding a manual transaction


What is this?

You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return. 


How do I do this?

  1. Go to Record Keeping and select Add Transactions Manually
  2. Select Income or Expense
  3. Enter the description, recipient, business source and category
  4. Choose the Account and input Date and Value
  5. Mark as refund if applicable by changing the slider
  6. Attach receipt/ invoice and add notes if required
  7. Select Add transaction to save




Need help?

If you have any further questions or need technical support please contact ApariPro Support here.

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