How to code a bank transaction

Open the transaction and click on the Code button.

  1. Enter the Code.
  2. Enter a Description and/or Qty (optional).
    NOTE: livestock and milk income transactions will require a quantity when coding.
  3. Enter the Line amount.  
    To split the transaction into multiple codes and amounts, click on the + Add new line button.
    Continue coding the transaction until it balances.
  4. Click Save to return to the completed screen or Save and next to move to the next transaction on your list.

TIP: You can create a coding rule from within a transaction. Click the Pencil Icon to create a rule. Find out more here

What about reconciling transactions?

Once a bank transaction has been coded or matched to an invoice, it is considered reconciled and moved into the Completed area.

More information

Bulk code and delete
Match a bank transaction to an invoice

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