After inputting all necessary information for a transaction in Business Finance Assistant, you need to confirm the details to finalise the entry. Once confirmed, the transaction will be shaded in light green and can be edited if needed. Follow these steps:
A: Inputting Information:
- Enter the required details such as Customer/Supplier, relevant Category, and VAT information if applicable.
B: Confirming the Transaction:
- Once all information is inputted accurately, click on the 'Confirm' button to proceed.
C: Confirmation Status:
- Confirmed transactions will be shaded in light green for easy identification.
- An 'Edit' button will appear alongside the confirmed transaction, allowing you to make any necessary changes.
By following these steps, you can efficiently confirm transactions in Business Finance Assistant, ensuring accuracy and completeness of your financial records. The ability to edit confirmed transactions provides flexibility and ensures that your records remain up-to-date and accurate.