Skip to main content
Eptura Knowledge Center

Budget Transactions

  1. Last updated
  2. Save as PDF

When you want to find the budget transactions for a particular budget account, you can view or create these.

View Budget Transactions

When you want to view the budget transactions, you can access these.

  1. From the menu, click Settings.
  2. Under the Administration heading, click Budget Transactions.

The transactions display for the current year.

clipboard_e194aa1f6fbdc2359d53cde58b9a4df17.png

(A) Search

Search allows you to find any field within the Transactions list. 

(B) Filter

You can change the filter to either Current Year, Last Year, or All.

(C) More Actions

The More Actions icon contains:

  • Reset Grid - When you have altered the grid displays, such as added columns, etc then this lets you reset the grid view back to the default.
  • Toggle List Grouping - You may want to group the list by a column. 
  • Export all data - This will download the transactions list to an XLSX file.
  • Column Chooser - This lets you add or remove columns form the grid view.

(D) Column Search

When you enter a column search for a transaction, it will display only those transactions for the search criteria. 

Reorder Columns

You may want to change the columns order (or the sort order). 

  • To reorder the columns, then drag and drop the column to its new location.
  • To sort, click the column's header to sort ascending or descending.

Toggle List Grouping

  1. Click the More Actions icon. 
  2. Select Toggle List Grouping.
  3. Drag and drop a column header to the group by. 

clipboard_e9518068d55329c5b5bbda51387d1794e.png

The transaction list is toggled by group.

clipboard_e8ca040e3ce4b1ad915d8a9f507ffcd34.png

Column Chooser

  1. Click the More Actions icon. 
  2. Select Column Chooser and the column chooser displays.
  3. Drag and drop the columns you want onto the grid view.

clipboard_e9753ba2a77cd3ffa757e233cc9c87087.png

Create Transaction

You can create a transaction as an expense or credit.

  1. Click the New Transaction button and the Create Transaction form displays.

clipboard_e0ee417551a305f44a53be93c989d0453.png

  1. Complete the following:
Field Description
Entry Date Leave as the default date or select from the calendar picker the entry date.
Budget From the drop-down, select the budget.
Type From the drop-down, select either Expense or Credit.
Amount Enter the transaction amount.
Description Enter the description of the transaction.
Vendor From the drop-down, select the vendor.
Invoice # Enter the invoice number.
Invoice Date Select from the calendar picker the invoice date.
Check # Enter the check / cheque number.
Check Date Select from the calendar picker the check / cheque date.
Transaction Date Select from the calendar picker the transaction date.
  1. When finished, click the Post Transaction button and the transaction is saved.