When creating a transaction, users can also download a calendar event for the transaction. It can serve as a reminder for upcoming due dates or a tool to document when a transaction was made, and here's how to use this feature:
1. When creating a transaction, click on the Add to Calendar button.
2. Next, in the modal window, you can edit the title and the description fields. Click on Add to Calendar button to download the .ics calendar file.
NOTE: For consignments and loans, the calendar events cover the entire time period. For other transactions like invoices and payables, the calendar events are single dates.
3. The final step is to upload the .ics file to your desired calendar.
a. To add to your local Apple or Microsoft Windows calendar, click on the downloaded file and it will automatically open in your local calendar.
b. To add to your Google calendar, click on the Settings on the top right of the calendar page, then click on the Import & export tab, and upload the .ics file from there.
4. After the calendar event is successfully uploaded, you can go from the calendar event to the corresponding ARTERNAL transaction by clicking on the link.
