How do I manage credit card transactions?

This article will explain how to manage credit cards in Traction.

1.  Select the Accounting tab in the top right of your screen.
2.  Click on Account Register, and select a credit card account.         
3.  Credit cards have an account register in Traction.  This will allow you to record purchases, check your transactions, and see when you have made payments to this account.  You will be able to access the Payment Transaction Details by clicking on one of the transaction lines and edit as needed.  If you have added attachments of the receipt or invoice, you can access it by clicking on the cloud icon at the bottom right of your screen.


4.  Transfers into this account will look slightly different.  I am including an example of a Transfer Transaction Details screen to the right.