Creating Transaction Folders

Follow

To create a new Transaction Folder:

  1. Navigate to the Transactions section of the application.

  2. Click '+ Folder' in the top left corner.

  3. Name the folder and click done.

To create a new client sub-folder:

     1. Navigate to the Transactions section of the application.

     2. Select the folder you wish to add to.

     3. Click '+ Folder' button on the toolbar.

     4. Name the folder and click done.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.