Transactions

#About Transactions

This is a working page: a list or workspace where you find and act on records in BSuit ERP (Finance & Accounting). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Finance & Accounting and choose “Transactions”, or go directly to the address /finance-management/transactions.

#What you can do here

Detailed controls for this page have not yet been documented. Use the page itself to see what is available, and ask your administrator if an action you expect is missing.

#Who can do this

Super Admin and other superuser accounts can always see and do everything, regardless of this list. For everyone else, these are the standard roles that have been granted a permission here in this system’s current setup — an organisation can add, remove or customise roles and their permissions, so treat this as an example, not a guarantee.

#Data stored for each record

The form layout of this page could not be read from its source, so here is everything BSuit stores for a transaction (see also the Transaction data reference). Which fields appear on screen depends on the page and your configuration.

#Observed on a running system

On 2026-09-21 opening this address in a browser as a test administrator sent the browser on to /finance-management/transactions/cash-payment. Use that page; this address is kept only so old links continue to work.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.