FAQ > Data Entry On The Worksheet

How can I enter my transactions?

Options for Transaction Entry

SimplifyEm.com Property Management Software makes it easy to record all your transactions as they are entered, ensuring your financial data is always up-to-date. You have a few simple options for entering transactions:

1.Direct Entry into the Worksheet: You can manually enter your payments directly into the cells on the worksheet. When using this method, the transaction date will default to the 1st of the month. This is a quick and efficient way to record basic payments.
 

2.Editing Transaction Details: If you need to enter more detailed information for a transaction, such as a specific date other than the default or additional notes, click on the “Edit Transaction” icon. This will open the “Record” window, allowing you to modify the amount, change the date, and add any necessary details for the transaction. This option provides more flexibility for customization.

3.Using the Quickadd Income/Expense for Fast Entry: If you have many transactions to enter quickly, use the “Quickadd income/expense transaction” located near the bottom left of the screen.

As you add transactions, the software will record them on the worksheet and can even create multiple transactions within the same month. If a required row doesn’t exist on the worksheet, SimplifyEm.com will automatically create it for you.