Welcome to the Traction Knowledge Center

Back to home

Welcome to the Traction Knowledge Center

Basic Accounting

Basic Accounting

Helpful articles and videos for Traction Accounting.

Why do I need to enter an Account Type?

Account Register

How do I add or edit a harvested crop sales deposit transaction?

How do you deposit multiple checks in a single transaction?

How do you assign expenses to multiple crop zone years?

How do I enter an inventory supply purchase?

How do I manage supply inventory with landlord splits?

How do I manually enter a new payment or deposit transaction?

How do I void a transaction?

How do you enter a payment for Notes Payable?

What is transaction matching?

How do I manage credit card transactions?

How do I create and use transaction templates in Traction?

How do I deal with transactions from 2020 that have cleared in 2021?

How do I edit a synced transaction in Traction?

How do you update a synced bank transaction to allow replacement by a manually entered transaction?

What does it Mean a transaction Needs Details in Traction?

How do you handle Bank Transfers?

How do I assign expenses and income to crop zones?

How do I create a patronage stock account?

How do I re-link a bank account in Traction?

See more

Contacts

How do you add a Vendor with Details in Traction?

Reports

How do I get to my Balance Sheet Report?

How do I view the Summarized Field Profit Center Report?

How do I get to my Income Statement Report?

How can I export my Balance Sheet and Income Statement reports to a PDF?

How do you access the Balance Sheet and Income Statement analysis features?

See more

Chart of Accounts

How do you add subheadings and accounts in the chart of accounts?

How do I enter expense accounts that are tied to inventory supply accounts?

How do you add an Account to the Chart of Accounts?

How do I create a hedge account?

How do you set up a Commodity Credit Grain Loan and Allocate a Payment with your Settlement in Traction?

See more

Payroll

How do I manually enter payroll transactions?

Checks

How do I order checks for printing?

How do I print a check?

Adding Managers

How do you add managers to Traction?

Property & Equipment

How do you set up equipment account categories in Traction?

How do I record selling equipment?

How do I enter equipment purchases?

How do you add Land Improvements Accounts to Traction?

How do you add Buildings & Structures Accounts in Traction?

How do you add Land accounts in Traction?

See more

Reconcile

How do you Reconcile Accounts in Traction?

Family Living

How to split transactions between farm and Family Living?

How do I enter expenses for Family Living?

How do I edit existing transactions for Family Living?

Notes Payables (Loans)

How do I enter a refinanced loan?

How do I enter a refinanced loan with expenses added to the principal?

How do you add a notes payable or loan?

How do I add an operating loan?

Phone Articles

How do you Add Details to a Transaction Entered on a Phone?

How do I take a picture of a receipt and tag it to a transaction using my phone?

Transfers

How do I transfer funds between entities?