The Transactions section in the OpenScope ERP SAAS admin portal allows you to view and manage your financial transactions, ensuring accurate recording and tracking of all monetary activities. It provides a centralized location to monitor and organize transactions related to banking, invoices, bills, and other financial activities.

In this section, we will explore the functionalities and features available in the Transactions section.

1. Accessing the Transactions Section

To access the Transactions section in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/accounting/transaction?group=banking
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Transactions section automatically, specifically to the banking transactions group.

2. Transaction Listing

• The Transactions section typically presents a comprehensive listing of your financial transactions, organized by transaction type or category.
• The listing may include transactions related to banking, invoices, bills, and other relevant financial activities.
• Each transaction entry in the listing provides key information such as transaction date, description, amount, and associated accounts.

3. Filtering and Sorting

The Transactions section offers powerful filtering and sorting options to help you locate specific transactions and customize the view according to your requirements. Here are some common filtering and sorting options you find:

• Date Range: Filter transactions based on a specific date range or choose pre-defined options such as “Today,” “This Week,” “This Month,” or “Custom Date Range.”

• Transaction Type: Filter transactions by type, such as banking transactions, invoice transactions, bill transactions, or other transaction categories available in your system.

• Transaction Status: If applicable, you can filter transactions based on their status, such as pending, completed, or cancelled.

• Sorting: Sort transactions based on various criteria, such as transaction date, description, amount, or account.

4. Viewing Transaction Details

Clicking on a specific transaction from the listing will allow you to view detailed information about that transaction. The transaction details page typically includes:

• Transaction Summary: An overview of the transaction, including the transaction type, date, description, and amount.

• Account Details: Information about the accounts involved in the transaction, such as the source account, destination account, or accounts receivable/payable.

• Transaction History: A log of any updates or changes made to the transaction, providing an audit trail of the transaction’s lifecycle.

6. Exporting and Importing Transactions

The Transactions section may offer options to export transaction data for further analysis or integration with external systems. Look for export buttons or options within the section to export transactions in a suitable format such as CSV or Excel. Additionally, some systems may support importing transaction data from external sources, allowing you to efficiently import large volumes of transactions into the system.