1. Click on Money In and make sure you are in the correct account.
  2. Ensure you are working in the correct month and year.
  3. Click on the Add Record button.
  4. Enter the date for the transaction. [Tab]
  5. Select a Customer from the list. [Tab].
  6. Enter transaction amount. [Tab]
  7. Type in the details of your money in transaction (Optional).
  8. Select an allocation column.
  9. Click Save to add transaction to the Grid.
  10. If you wish to add multiple transactions click Save & Another to continue adding transactions.