Add a new transaction
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Info |
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This tutorial takes you through the process of adding a transaction to your client folder within repreeNexOne Agent. |
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Click on your client and click on the Add Transaction “Add Transaction” button.
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2. Enter all relevant transaction information.
To manage
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an existing transaction
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Click on your client, hover over the transaction and click on the info button.
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2. Manage and update transaction infothe transaction information and press on “Save” to keep all your changes.