Some transactions in ISP can carry a debt, such as Loan Received or Accrued Expenses, for example. These types of transactions are found on the Balances page under the Accounting tab.
On this page are dropdowns that help specify the results you see.
- Filer: If you have multiple filers in your database, you can use this dropdown to determine the results for the filer or results for all filers combined.
- Filter: This dropdown helps narrow down results based on both transaction type and whether the debt is outstanding or not. In this dropdown you’ll see options for Loan Received, Accrued Expenses, Pledges, and Targets.
Depending on the transaction type, you’ll have different options available to you in the hot dog menus. For example, for outstanding loans, you’ll see options for different payments, reductions, and repayments. One option for all transaction types is to delete the transaction.
At the bottom of the screen you can add a new transaction or navigate to related pages, such as Undeposited Funds, the Register, or Non-Monetary Transactions.