Create a new party transaction record
Select the vendor, client, or contractor for this transaction
Auto-filled from party selection
Assign this transaction to an active project
Select a party first to see categories
Enter the transaction amount before tax
Select applicable GST rate for this transaction
Payment expected by this date
Invoice number, PO number, or work order reference
Set the starting status for this transaction
Describe the nature of this transaction for record-keeping
Notes visible only to admin and managers — not shared with the party
Upload invoice, delivery challan, or work order (PDF, JPG, PNG — max 10MB each)
Drag & drop files here, or browse
PDF, JPG, PNG up to 10MB
Role-based Access
Staff can create Draft transactions. Managers approve Pending transactions. Admins have full access.
* Required fields must be filled before submitting. Draft transactions can be saved with minimal information.
