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How to do Journal Transaction in MiPropertyPortal?
Mi Property Portal |
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6 minutes
Access the **Admin Portal** by logging in.
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Go to the "**Accounting**" Dropdown under **Accounting & Reports** on the left side navigation on Dashboard
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Click on "**Journal Transaction"**
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Click on **"Add New"** button
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Fill out the empty fields under "**Description**"
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Fill out the empty fields under "**Account**"
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Click "**Add new line**" to get an additional line
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Click on "**Submit**"
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Click on a **journal** to open it
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Click on "**Edit**" under the Action dropdown
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**Edit** the Journal
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Click on "**Update**"
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Once you **create** the Journal Transaction, there is an additional option to **Upload Documents** for your convenience. Make sure to click this **"View Details**" icon
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Click here to **upload documents** from device.\
Note : Maximum of 5 documents only; select one at a time.
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Click on **Upload**
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Beside any Journal, notice these icons for **"View Details", "Duplicate", "Edit", "Delete"**
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