GEM-BOOKS FAQ

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Retrieve your Favorite Transactions in GEM-BOOKS

Favorite transactions are used to find certain transactions quickly.

When you have a transaction that you will repeat often, or when a transaction serves as a template, we invite you to make it a “Favorite” transaction.

To do this, in the left menu, click on Accounting > Transactions, find the transaction in question.

Click on the red heart at the bottom of the transaction screen.

To find your favorite transactions, go to Accounting > Transactions > Advanced search. 

To find your favorite transactions, go to Accounting > Transactions > Advanced search (small magnifying glass with + inside).

Click on Favorite transactions > Send.

You'll then see all your favorite transactions.

Click on the transaction you wish to repeat and, once inside, click on Duplicate at the bottom of the transaction.

 

Posted  1 month  ago by  Bianca da Silveira De Amorim
#2078 23 views Edited  1 month  ago

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