Got the GiST Help
Day to Day: Entering a transaction
To enter a transaction you must first select the cashbook you want to enter the transaction in. You can do this by clicking on the cashbook name in the "My Cashbooks" screen.
You will then be taken to the cashbook transactions page. This page shows you all the transactions within a cashbook, and gives you the ability to add, delete and edit transactions.
To create a new transaction, you enter the transaction details in the "New Transaction" form at the bottom of that screen. The mandatory fields are Date, Category, Value and GST Rate. You can also enter a reference for the transaction. This field is usually used to record cheque numbers for cheque book reconciliation, or "DD" in the case of direct debits. You can however use this field for whatever you like (for example, a suppliers invoice number). The Notes field is for a note for this specific transaction value. This field is usually used to record what was purchased or sold (e.g., "Desk for office").
By default the date is set to the current date (if you have no transactions), or the date of the last transaction in that cashbook (if you do have transactions). If you enter your transactions in date order this feature will make data entry faster.
When you select the category for the transaction, the GST Rate field is populated automatically based on the default GST rate for the category. If you want to override that value, just change the value in the "GST Rate" box.
To save the transaction, just click on the "Save Transaction" button.
The transaction will then be saved, and the cashbook transactions page will be updated.
Congratulations! You have successfully created a transaction.
