# How to Add New Transactions

1. To begin adding a transaction, click on the field labeled "Please Select a Case First..." and enter the specific case name for which you want to record a transaction.

<figure><img src="/files/3UL6mEBWJmdwvm7YBPSm" alt=""><figcaption></figcaption></figure>

2. After selecting the appropriate case, proceed by clicking the "ADD NEW TRANSACTION" button located in the upper right corner of the screen to open the transaction entry form.

<figure><img src="/files/sDxfH9Ek4R9IryHjLK5m" alt=""><figcaption></figcaption></figure>

3. In the transaction form, fill in the details of the transaction. You have the option to specify the date, amount, and select the appropriate category and category detail from dropdown menus. You can also upload any files containing receipts or other proofs of payment in the provided upload area.

<figure><img src="/files/QWK7J4RUvoiPUhbYHFcu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/WRn0kJEWnpv864B93YUI" alt=""><figcaption></figcaption></figure>

4. Choose a transaction category from the 'Category' dropdown menu, and then provide more specific details by selecting an option from the 'Category Detail' dropdown menu that appears once a category is selected.

<figure><img src="/files/rGyRwnBNn548AWsQ0laY" alt=""><figcaption></figcaption></figure>

5. If you need to add another transaction, simply click the "ADD NEW TRANSACTION" button situated at the top right corner of the screen. This action prompts a new transaction form where you can fill out the required information like before.

<figure><img src="/files/2FyNr6JpyAqzlzHZCbyd" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mPzqOYT0ZnzSMUcQei1u" alt=""><figcaption></figcaption></figure>

6. After entering all the necessary information for the transaction, click the 'Save' button. A pop-up will show to confirm your transaction with the details of the request. Click 'Yes' to proceed with the disbursement or 'No' to cancel.

<figure><img src="/files/77pyO6E6xPrvmTnjh9df" alt=""><figcaption></figcaption></figure>

7. Finally, a confirmation pop-up will appear to inform you that the transaction has been successfully processed. It will detail the transaction type and the date. Click 'OK' to close the pop-up and complete the process.

<figure><img src="/files/PIhLfkItSpryr8xPLLcE" alt=""><figcaption></figcaption></figure>


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