Transactions

Browse, filter, and manually record your daily income and expense entries.

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Browse and filter entries

1. Set a date range with the two date pickers at the top left of the toolbar.
2. Pick an Account type (All accounts / Sales / Cost of goods / Operating expense / Capital flow). The relevant secondary filters appear for that type — Sales also offers Channel, Source, and Payment method, while costs and expenses offer Category and Supplier.
3. Narrow further by Settlement status (In transit / Settled) and reorder with Sort. The Revenue / Expense / Net cards above show the totals for the current filter.

Add a manual entry

1. Click a date in the list to open that day's Ledger detail.
2. Click Revenue or Expense to open the dialog:
   • Revenue: pick a Source and Payment method, then enter the Gross amount. The Fee auto-fills from the payment method's rate and can be edited.
   • Expense: switch between Ingredient purchase (pick a Material, Quantity, and unit price) and General expense (pick a Category, then fill in the Description and Amount).
3. Press Save.

Delivery entries (Channel = Delivery) can't be added manually — they come only from platform sync or import.

Any change on a date that's already closed escalates to Manager permission required.

Deleting entries requires Manager permission: select rows, then click Delete selected at the bottom. Staff don't see this option.