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Workflows

Create a Transaction

Use this when money has actually moved and Ledger needs a record of it.

For planned charges that have not been paid yet, create an invoice instead.

Before You Start

Know:

  • Transaction type.
  • Vendor or source.
  • Date.
  • Amount.
  • Who paid.
  • Project or inventory destination.
  • Budget category.
  • Whether a receipt was emailed.
  • Any notes.

Steps

  1. Open the project, Review area, or create menu where the transaction belongs.
  2. Choose New Transaction.
  3. Select the transaction type.
  4. Choose the category type or budget category when prompted.
  5. Confirm who paid, if the flow asks.
  6. Choose the destination project when prompted.
  7. Enter vendor/source, amount, date, notes, and receipt details.
  8. Save the transaction.

What Happens Next

Ledger creates the transaction and assigns it to the selected project or inventory context.

If the transaction is for itemized, business-purchased items, Ledger may route the work through inventory and then let you add or sell items into a project.

Common Issues

  • Do not create a transaction for money that has not moved yet.
  • If the budget category is missing, the category may not be enabled for the project.
  • If the transaction appears in Review, it may need assignment or missing details.
  • If this is a design fee request before payment, use an invoice New Charge instead.

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