The Revenue section displays payment-related records from the General Ledger table, including all types of payment transactions. This section allows users to view or modify existing payment records but does not allow adding new payments.
To add new payments, use:
Main Menu → Clients → Payments
Navigation
Main Menu → Financial → Revenue
Applies To: Enterprise | Plus | Basic
Viewing and Modifying Revenue Records
- The Revenue section provides an overview of all payment transactions recorded in the General Ledger.
- Users can view and modify existing payment records.
- New payments cannot be added from this section; they must be entered through the Payments section under Clients.
Deleted Transactions Log
- All deleted financial transactions are automatically copied to a Deleted Transactions Log.
- This log helps fulfill financial audit requirements and ensures compliance.
- Users can view deleted transactions via an InSight report, but cannot modify them.
- No setup is required—this function is automatically active.
Navigation for Deleted Transactions Log
InSight Menu → Financial → Revenue-Expenses → Transactions Log
Conclusion
The Revenue section allows users to manage existing payment records, while the Deleted Transactions Log ensures financial compliance by maintaining a record of deleted transactions. For further assistance, refer to related articles or contact support.