# Request Transaction for GCs

Start by clicking on the 'Transactions' tab on the left sidebar to see an overview of all financial activities. To add a transaction, first, click "ADD NEW TRANSACTION"

<figure><img src="/files/7Utdt1gd5a8a9z0Lu4YO" alt=""><figcaption></figcaption></figure>

2. Now select the case you're working on. To do this, click on the search bar under "Please Select a Case First..." and type in the name of the case you want to manage.

<figure><img src="/files/Lz3EEX1nUzHsr0wYINHp" alt=""><figcaption></figcaption></figure>

3. Once the case is selected, you'll be directed to the case's main page. Here, you can begin the process of adding a new transaction by clicking the blue 'ADD NEW TRANSACTION' button at the top right of the page.

<figure><img src="/files/dBho5VozcBO02atSQh2K" alt=""><figcaption></figcaption></figure>

4. A form will appear where you're prompted to input the transaction's details. Fill in the date of the transaction, choose the correct category from the dropdown menu, and enter the amount.

<figure><img src="/files/QxBcRTJMCu247HokkIeI" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/eQCEcbioSO86LSlzDk2o" alt=""><figcaption></figcaption></figure>

If the transaction falls under a specific subset of a category, such as 'Travel' or 'Medical', select the exact nature of the expense from the subsequent dropdown that appears once you've chosen the broader category.

<figure><img src="/files/Ws9KMj8gGSB01DO3pRxE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gAbdWNvsMRy6fsd3t8aL" alt=""><figcaption></figcaption></figure>

5. If you have digital receipts or any other payment proofs, upload them by dragging and dropping the files into the outlined box or by clicking the box to browse for files on your device.
6. Review all the information you've entered to ensure it's correct. When you're ready to proceed, click the 'CONFIRM' button at the bottom of the form.

<figure><img src="/files/S80Jfs6mEfUBB4nOtO1O" alt=""><figcaption></figcaption></figure>

7. After confirming the transaction, a pop-up will appear to notify you of a successful entry. It will confirm the type of transaction made, the amount, and the date.

<figure><img src="/files/ifnkIcKCA9FlzEvtfpqe" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

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