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  10 months  ago by  Bianca da Silveira De Amorim
#2078 173 views Edited  10 months  ago

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