Transactions

Version: 1.0.3
Route: /transactions
Who can access: Signed-in users. Editors and Admins can add and edit; Viewers primarily browse.

Screenshots

What this page does

The journal of every debit, credit, and transfer. Search and filter entries, sort key columns, open a transaction preview (Details / Documents), add or edit transactions, attach documents, export a voucher PDF, and send a WhatsApp message with optional PDF / ledger links.

Layout at a glance

• Title Transactions with info tip
• Search: Search transactions…
• Filter control (funnel) for date range, type, and related filters
• Add button
• Table columns: SR., TRANSACTION DATE, ACCOUNT NAME, NARRATION, TYPE, BALANCE, RUNNING BALANCE, ACTION
• Sortable headers: Transaction Date, Type, and Balance (click to toggle ascending / descending)
• Compact pagination on mobile (first … current … last)
• Optional back link when opened from another page with a return path

Steps

Browse the journal

1. Open Transactions from the sidebar, the dashboard Transactions button, or an account / KPI link.
2. Review rows newest-first by transaction date (or your active sort).
3. TYPE shows Credit (green) or Debit (red).
4. BALANCE shows signed amounts; RUNNING BALANCE shows the cumulative position for context.

Sort columns

1. Select TRANSACTION DATE, TYPE, or BALANCE in the table header.
2. Click again to reverse the sort direction.

Search

1. Enter text in Search transactions….
2. Matching rows filter by account name, narration, and related fields.

Filter

1. Select the filter (funnel) control.
2. Set date range and type filters as needed (for example Credit or Debit).
3. Apply filters; active filters appear as chips you can clear.
4. Use clear-all when you want the full journal again.

Add a transaction

1. Select Add.
2. In Add Transaction, choose Normal Entry or Transfer.
3. Fill Transaction Date, account fields, Narration, type (Credit/Debit for normal), and Balance.
4. Optionally attach files.
5. Select Add (or Save when editing), or Cancel.
6. The modal closes quickly; uploads finish in the background when attachments are present.

Open transaction preview

1. Select a row (or Details from the row menu).
2. Use the Details and Documents tabs. Documents shows a file count badge when attachments exist.
3. Footer icon buttons: Send message, Edit, and Close.

Send message / export PDF

1. From the row menu or preview footer, choose Send message (opens WhatsApp promptly while PDFs build).
2. When Allow URL is on in Settings, the message fills {{pdf_url}} (voucher) and/or {{ledger_url}} (account ledger) with short public links.
3. Export PDF builds a voucher plus uploaded images (including WebP/GIF) without duplicating a previously saved voucher file already in Documents.

Row actions

1. Open the ACTION menu (⋯) on a row.
2. Typical options include Details, Edit, Delete, Send message, and PDF export when available.
3. Confirm deletes in the Delete dialog.

Open an account ledger

1. Select an ACCOUNT NAME link.
2. Or arrive from Cash & Savings / Payable / Receivable / Expenses with accountId already set — a filter chip shows the account.
3. Use the back control when a return path was provided.

Table columns

Errors & edge cases

• Validation in the modal mirrors the dashboard form (required date, narration, amount, accounts).
• Delete asks for confirmation before removing an entry.
• Empty search or filters: a calm empty state explains that nothing matches.
• Date filters from Today Expense / Yesterday Expense on the dashboard pre-fill the journal for expense accounts only.
• On mobile, the back-to-top control sits above pagination so it does not cover page controls.

Related links

• Dashboard
• Accounts
• Settings (message templates and Allow URL)