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Managing New and Existing Transactions

Last Updated: Aug 11, 2016 10:24AM MDT
Add a new transaction:

This video tutorial takes you through the process of adding a transaction to your client within repree.

 
1. Click on your client and click on the Add Transaction button.




2. Enter transaction information.





To manage and existing transaction:

1. Click on your client, hover over the transaction and click the info button.




2. Manage and update transaction info.



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