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Phoenix - User Help

Navigation: File Library > Enter Transactions

Add a new Phoenix Transaction from the File Library overview

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New Phoenix transactions can be added directly from the File Library overview. The new Transaction Entry Window can be accessed by two different means. The blue 'New' link will open the new transaction window, as will clicking on the ellipses button, then selecting 'New Transaction'. The details of the transaction can then be entered. This transaction will be available for viewing and further manipulation in the Financials Suite once the entry is confirmed by clicking on the blue 'Add Transaction' button in the bottom left of the new transaction window.

new transaction total with new trans window

 

Creating the new transaction with the 'Add Transaction' window will prompt the 'new transaction' window from the financials suite to appear. Here the remaining details of the transaction can be recorded.

New transaction window from Financials

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