Transaction & Expense Management Guide

Keeping track of every rupee is vital for the profitability of your travel agency. Sadiq E Safar's transaction management module allows you to log income and expenses, categorize them by package, and generate detailed financial reports. This guide covers how to maintain your agency's financial ledger with ease.

1 Accessing the Transaction Page

• Navigate: From the home dashboard, locate and click on the **"Transaction"** tab 00:34 .
• Financial Dashboard: You will see cards at the top displaying your **Daily, Monthly, and Overall** income and expenses for a quick bird's-eye view 00:44 .

2 Creating a New Entry (Income or Expense)

Recording a new transaction is quick and can be done right from the transaction screen.

• Initiate: Click the "+" (Plus) icon at the bottom of the screen to open the transaction form 01:21 .
• Enter Details:
  • Title & Package: Name your transaction and link it to a specific tour package for better tracking 01:53 .
  • Type: Choose between **Income** or **Expense** 02:18 .
  • Financials: Select the category, enter the amount, and specify the payment mode (Cash, Online, etc.) 02:29 .

Click Submit and the app will automatically update your financial reports in real-time 03:24 .

3 Updating or Deleting Entries

• Update: Click on any transaction from the list to modify its fields and save changes 03:58 .
• Delete: To remove an entry, open it and tap the red Delete button, confirming when prompted 04:49 .

4 Financial Reporting & PDF Export

Analyze your business performance with powerful filtering and reporting tools.

• History: View your complete transaction history by clicking "View All" 05:20 .
• Filter: Sort records by payment range, type, or specific dates to find exactly what you're looking for 05:33 .
• PDF Export: Generate and download a **PDF document** of your filtered transactions for offline bookkeeping 05:47 .