Goldenseal transactions record the daily business of your company.
They are a very important part of the Goldenseal accounting software and project management software. You'll probably
create new transactions almost every day, and refer back to them frequently. For a list of all Goldenseal transactions,
click here.
TRANSACTION BASICS
Types of Transactions | List of all Transactions
FAQ-- Frequently Asked Transaction Questions
TRANSACTION WINDOWS
Browser Controls | Status Field | Breakdowns | Flag
Button | Printer Flag | Form View
WORKING WITH TRANSACTION RECORDS
Entering Records | Creating from Chart of Accounts | Transaction
Numbers
Changing Records | Deleting Records | Voiding
Records
Finding Records | Sorting Records
WEBSITE INFO LINKS
Accounting Software | Business
Management Software | Project Management Software RELATED TOPICS
Accounts | Breakdowns | Browser Windows | Website
Main Page
Transaction Types
BANK TRANSACTIONS-- move money into or out of your bank accounts
Cash Transactions | Checking Transactions | Credit
Card Transactions | Escrow Transactions
Investment
Transactions | Loan Transactions | Savings
Transactions
Billing
Records | Payment Receipts
EXPENSE TRANSACTIONS-- the money you pay out for expenses
Equipment Hours | Inventory Used | Labor Hours | Material
Purchases | Other Costs
Payroll Records | Purchase Orders & Work Orders | Subcontractor Costs
INCOME TRANSACTIONS-- the money that you receive as income
Estimates | Leases | Rental Transactions | Sales
MANAGEMENT RECORDS-- basic info that doesn't involve money
Address Book | Appointments | Contact Log | Document
Log
Info Log | Inspections | Policies & Procedures | Problem
Log | To
Do List
PROJECT TRANSACTIONS-- help you to manage your projects
Allowances | Bids | Change Orders | Chargebacks | Contracts | Project
Log
TRANSFERS-- move money and value between different accounts
Asset Transfers | Barter Transfers | Cash Transfers | Cost
Transfers
Equity Transfers | Inventory Transfers
UNIT COSTS-- the items you buy, sell, and use in projects
Assemblies | Cost Items
List of Transaction Classes
Here's a list of all Goldenseal business transactions:
Transaction Name |
Used for |
Menu |
Address Book |
Info about misc. people or businesses not in an account |
Costs |
Allowances |
Expenses that use a fixed cost in the estimate. |
Income |
Appointments |
Keeps track of meetings and appointments. |
Income |
Assemblies |
Items you 'build' from components for projects or resale. |
Costs |
Asset Transfers |
Special adjustments to the asset value of an account. |
Bank- Special Transfers |
Barter Transfers |
Items that you give or take in a barter transaction. |
Bank- Special Transfers |
Bids |
Bids that you receive from suppliers or subs for an estimate. |
Income |
Billing Records |
A record of each customer or project bill that you send out. |
Bank |
Billing Statements |
A combined statement of unpaid bills |
Bank |
Cash Transactions |
A record of all money that goes into or out of a cash account. |
Bank |
Cash Transfers |
Special adjustments to the cash value of any account. |
Bank- Special Transfers |
Change Orders |
Adjustments to a project's price after work has started. |
Income |
Chargebacks |
Charges to suppliers or subcontractors because of damages etc |
Income |
Checking Transactions |
A record of all money that goes into or out of a checking account. |
Bank |
Contact Log |
A record of phone calls, meetings and other contacts. |
Income |
Contracts |
Simple contracts for projects or subcontractors. |
Income |
Cost Items |
Items that you purchase for use in projects or resale. |
Costs |
Cost Transfers |
Special adjustments for job costs. |
Bank- Special Transfers |
Credit Card Transactions |
A record of all money that goes into or out of a credit card account. |
Bank |
Document Log |
A record of paperwork sent or received. |
Income |
Equipment Hours |
Equipment hours, tracked for time billing and/or job costs. |
Costs |
Equity Transfers |
Special adjustments of equity values. |
Bank- Special Transfers |
Escrow Transactions |
A record of all money that goes into or out of an escrow account. |
Bank |
Estimates |
Cost estimates for customer sales or project work. |
Income |
Info Log |
A record of any kind of useful info. |
Income |
Inspection |
A project inspection report |
Income |
Inventory Transfers |
Special adjustments of inventory quantity or values. |
Bank- Special Transfers |
Inventory Used |
A record of inventory used in projects. |
Costs |
Investment Transactions |
A record of all money that goes into or out of an investment account. |
Bank |
Labor Hours |
Employee hours, tracked for payroll, time billing and job costs. |
Costs |
Leases |
Rental lease agreements with tenants. |
Income |
Loan Transactions |
A record of all money that goes into or out of a loan account. |
Bank |
Material Purchases |
All materials purchased from suppliers. |
Costs |
Other Costs |
Miscellaneous costs that aren't materials or subcontractors. |
Costs |
Payment Receipts |
An optional record of money received. |
Bank |
Payroll Records |
Employee wages and taxes for one pay period. |
Costs |
Policies & Procedures |
Company policies and "how to" instructions. |
Bank |
Problem Log |
A 'punch list' or 'bug list' for problems that need to be fixed. |
Income |
Project Log |
A simple record of events that take place in a project. |
Income |
Prospects |
A record of potential customers. |
Income |
Purchase & Work Orders |
Additional paperwork for tracking purchases or subcontractor work. |
Costs |
Rental Transactions |
A record of rental lease payments, rental deposits, etc. |
Income |
Sales |
Items and services that you sell. |
Income |
Savings Transactions |
A record of all money that goes into or out of a savings account. |
Bank |
Subcontractor Costs |
Invoices from subcontractors for work they have done. |
Costs |
To Do List |
A record of tasks that need doing. |
Costs |
Transaction Numbers
Each transaction has a transaction number (it's usually in the upper
right
corner of the data entry window).
Each new transaction will automatically be numbered one higher than the previous.
For some transactions you can use any kind of text or numbering system in the transaction number.
To change the number display or the next number, choose Record Numbers from the Options menu.
Each Checking account and Escrow account uses its own numbering for every checkbook that
draws on the account.

Main Page | Accounts |
Lists | Transactions | Menus |
Index | Website | User Page
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