Adding a manual transaction
Adding transactions manually
What is this?
You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return.
How do I add a manual transaction?
Go to Record Keeping and select Add Transactions Manually
Select Income or Expense
Enter the description, recipient, business source and category
Choose the Account and input Date and Value
Mark as refund if applicable by changing the slider
Attach receipt/ invoice and add notes if required
Select Add transaction to save
When do I need to do this?
This can be used for one off transactions, or for when you have a physical document or receipt that you have not received digitally, paid using cash or through a bank account that isn’t linked currently.
Need help?
If you are still unsure or need further help you can contact your accounting firm or our Digital Tax Software support team by submitting a ticket at the bottom of the page.
Related Articles
Transaction rules
Transactions Rules What is this? Transactions can be imported directly from bank feeds, importing bank statement CSV's, from uploaded documents and/or adding transactions manually. Once transactions are in the software you can categorise them in a ...Record Keeping overview
Record Keeping overview What is this? The Record Keeping Section helps you keep track of your transactions in a digital format. Transactions can be automatically uploaded directly from your bank feed, imported by CSV-file or manually added. What can ...Adding the software to a mobile device
Adding the software to a mobile device What is this? While there is no dedicated app, the software has been optimised for mobile devices. Below are the most common ways to add the software to your mobile device using common browsers. Why do I need to ...Editing transactions
Edit a transaction What is this? If you have a single transaction that covers multiple items, you may want or need to split it. Why do I need to split transactions? Different expense categories e.g. an online seller that buys a work phone and ...Categorising transactions
Categorising Transactions What is this? Once your bank feed is connected and the transactions are fed into the software, you can allocate them to the correct categories which will update the correct boxes on your tax submission form. Why do I need to ...