Genawise LMS

Adding Transaction

Use this screen to add or change transactions. Once you click [OK] the account balance will be updated automatically by the SQL database system.

Transaction Date

Set the Transaction date here. The date cannot be earlier than the previous interest charge date for this account.

The date should be today's date or earlier.

Trancode

This is a numeric field and will be in the range 1 to 49 for a Debit transaction, or 50 to 99 for a Credit.

Use the lookup button alongside if you are unsure what you want here.

Clicking the lookup button will present you with a list of available Trancodes.

This initially shows the transaction description based on the Trancode you set.

You may edit this field to add more relevant details that will be shown on any statement.

The amount field will be -ve. for any transaction with a Trancode less than 50, or +ve. for those 50 and over.