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Perform account transactions

A transaction adds or removes funds from an account. You can perform transactions for multiple users or billing codes, or for individual departments.

  1. In Accounts, click Users, Departments, or Billing Codes to view the list of accounts.
  2. Select one or more user, department, or billing code account from the associated list.
  3. Select Add transaction from the Operations drop-down list.
  4. Select Allotted or Paid from the drop-down list, and enter a transaction value in the amount field. For negative transactions, include a minus symbol (-) before the transaction value.
  5. Type a comment in the Comments field.
  6. Click OK to apply the transaction. The account updates to reflect the transaction.
You can also use the Cashier application to perform account transactions. See Cashier.