To add a new transaction, go to Financial page and click on the ‘Add Transaction’ button.

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This will open up a window allowing you to enter the details of the transaction.

You can assign it to a batch and link the transaction to a person. If the person has specified the ratio or a portion of the offering goes a certain Chart of Accounts, this would be the place to separate the amount to the right chart of account. You can also link amounts to a pledge if the person has one active.

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Last Updated: 31st August, 2015

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