Step 1 – Login to your WordPress Dashboard.
Step 2 – Go to WPHRM > Finance Management. On the dashboard, you can check the total transaction that have been made in the current month. It also provides the search option where you can search between specific dates or months. You can also search for the individual transaction made in the current month using the Search option. Downloading the list of transactions in excel or pdf format is just one click away.
Step 3 – To a add new transaction, click on Add Transaction and you will find the below pop up where you can add the details. When done click on Add button.