Transactions
From CashCrusaderWiki
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Contents |
How to view transaction history
For specific user
Go to the transaction ledger (click on Ledger on top menu or go to Accounting -> Transaction Ledger) and insert the username to the "Search Transactions Database" field. You can also specify how many transactions to display by defining a value in List x transactions (default 100).
or
Go to the user's profile, there are two sections that contain the user's transaction history: Cash and Point.
Most recent 10 transactions are displayed by default, click on "Next" to view older transactions.
General transaction history
Go to the transaction ledger (click on Ledger on top menu or go to Accounting -> Transaction Ledger). Leave the Search Transaction Database field empty and specify how many most recent transactions you want to view.
How to create new transaction
- Go to the transaction ledger (click on Ledger on top menu or go to Accounting -> Transaction Ledger). You can also access transaction ledger by clicking on (edit cash/point transations) in the user area.
- Specify transaction
- Username: self-explaining
- Description: self-explaining, keep the description relatively short.
- Type: cash or points
- Amount: self-explaining
- Post upline commissions: Default is no (unticked)
- Do not post this transaction, only post the upline commissions for it: Default is no (unticked). Tick this box if you want to only post upline comissions, but not create the actual transaction. If this is a sales commission specify desired sales commission levels in "Sales Commissions" field.
- Click on "Save Transaction"
