How to create your first bank transaction in Easedesk

In the left sidebar, click Banking. If you don't see it, your role may not have banking.view permission — ask your Owner or Admin to grant it under Settings → Users & Roles.

The list view shows all existing bank transactions. Click the New Bank transaction button at the top-right. You will be taken to a clean form page with all available fields visible (we never hide important fields behind tabs).

Required fields are marked with a red asterisk. Tooltip help is available on every label — hover over a field to see what it does. Optional fields can be left blank and added later.

Click Save to create the bank transaction. If you want to add several in a row, the "Save & Add Another" button resets the form while keeping the page open. The new record appears at the top of the list view.

Creating a bank transaction may trigger downstream automations depending on the module — for example, posting a journal entry, sending an email, or starting an approval workflow. You can see all triggered actions in the Audit Log.

Click the bank transaction row in the list view to open detail mode. The Edit button is at the top-right. To delete, use the kebab menu (•••). Note: records linked to other entities (e.g. an invoice that has a payment) cannot be deleted — they can be cancelled or voided instead.