Adding a Single Bank Transaction Manually
Enlivy allows you to manually record individual bank transactions, ideal for cases where automatic imports are unavailable or for custom entries that need to be tracked with precision.
Navigate to the Bank Transactions Dashboard
From the left-hand menu, click on Bank Transactions.
Adding a New Bank Transaction
From the Bank Transactions Dashboard, click then select Add Bank Transaction.
Explanation of the Fields when adding a bank transaction:
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Bank Account
Choose the relevant bank account from your Enlivy account.
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Title
Enter a descriptive title for the transaction.
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Transaction Number
Provide the reference or transaction number if available.
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Amount and Currency
Input the transaction amount and select the appropriate currency.
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Has Been Exchanged
Enable this option if the transaction involves currency conversion.
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Cost Type
Choose the type of transaction from the dropdown (e.g., Bank Account Fee, Government Tax Payment, Invoice, etc.).
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Sender User (if applicable)
Select the sender if they are a registered user in your organization.
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Sender Label (if applicable)
Provide a label for the sender.
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Receiver User (if applicable)
Select the receiving user from your organization.
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Receiver Label
Add a label for the receiver if not selecting a user.
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Note
Optionally, include any notes or extra context for the transaction.
Example of adding a Bank Transaction
Below is a screenshot showing an example of a completed bank transaction form.
Viewing the Added Transaction
Once the transaction is successfully added, it will appear in the Bank Transactions dashboard, where you can view and manage it alongside other entries.
