Transactions
Set transaction fees, limits and notification preferences. Process debits and credits, and your transaction types between customer accounts and/or external financial institutions.
Creating New Ledger Transaction
Use ledger transactions to adjust account balances. Navigate to omniBooks > Ledger Transactions, sel...
Manage Ledger Transactions
Manage all your business's financial transactions with omniBooks. Navigate to Ledger Transactions to...
Create or Edit Journal Transaction
Journal transactions create complex entries impacting multiple accounts simultaneously.
omniBooks Dashboard & Analytics
Monitor your ledger and user transactions with omniBooks Dashboard. Adjust date ranges and view stat...
Refund Transaction to original payment
Record a refund to the original payment; selecting this option validates against the payment gateway...
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