Transactions Module

Our transactions module will allow you to consign transactions related to a member, whether it is union dues, a purchase of a promotional item, insurance premiums, etc.
The « type » and « account » columns’ values can be configured to suit your needs. Users who have the permission can access this module by navigating to the « Transactions » tab in a member’s file.



By clicking the « +Add » button, you will be able to enter various information like the day of the transaction, the amount and additional information like the type, the account used and additional notes.



A few filters for the type, the account and the date are also at your disposition in order to quickly find some transactions in particular. Other functionalities like data imports and reports production will gradually be added to this module.