User`s manual

Partner
®
X5 User's Manual
71
Managing Transactions
Posting a Transaction
• Highlight in the list or open for viewing the account record you
want to post a transaction to.
• Touch and select Deposit or Withdrawal from a pop-up
menu.
The current date and time are default for a new transaction record.
• If you want to change the date or time, touch the corresponding
line to display a setup dialog box, and change the values.
• Type in an amount and touch or press .
• Enter a transaction description.
• Touch or press to save the transaction as part of
an account record and display the Balance screen.
Viewing Transactions
• Display an account record in the viewing mode, or highlight its
line in the list.
• Touch to open an itemized list of deposits and withdrawals
with the most recent transaction shown on top. Withdrawals
appear as negative values. Deposits – as positive ones.