Create a manual transaction

This part of the guide explains how to create a manual transaction.

Once the manual transaction is confirmed, SIGTAS assigns a transaction number and the In Progresss status.

Step 1 - Go to the page List of Manual and Transfer Transactions

1. Go to the Tax Account module;
2. Click on the Manual and Transfer Transactions menu. This action opens the List of Manual and Transfer Transactions page (503:2010);

Step 2 - Create a manual transaction

3. Using the radio buttons, select the Manual Transaction option. This action updates the page and displays manual transactions;
4. Click on the Create button. This action open the Manual Transaction page (503:2011);
5. Go to the Transaction Details section;
6. Fill out the required fields (identified by a red asterisk *). For example, Transaction Amount, Transaction Date;
7. Go to the section Document Details section;
8. Fill out the required fields (identified by a red asterisk *). For example, Transaction Type, Transaction Against;
9. Click the Save button. This action confirms the creation of the manual transaction, assigns a number to the transaction and updates the pages Manual Transaction (503:2011) and List of Manual and Transfer Transactions page (503:2010).