Transactions

The Transactions menu contains everything related to clients, client accounts, suppliers and customer companies associated with your business.

Lists and operational reports in the Transactions menu:

Client account operations list,
Client points operations list,
Client account balances operational report,
Client point balances operational report.

Directories in the Transactions menu:

Clients directory,
Client groups directory,
Client account types directory,
Partners directory,
Partner groups directory,
Personal profiles directory,
Personal profile groups directory,
Companies directory,
Company groups directory,
Company types directory.