# Introduction (https://docs.carlio.app/docs/transactions)

The ledger of every payment received and every cost paid by the dealership



The **Transactions** page lists every recorded movement of money. Each entry is either money in or money out. All reports in the **Finance** group read from this ledger.

## Requirements [#requirements]

The **Finance** group appears in the sidebar only for team members who hold the permission to read financial records. The group is closed to staff by default.

| Action                                   | Permission                         |
| ---------------------------------------- | ---------------------------------- |
| Open the page and read entries           | **Financial Records Access**       |
| Record an entry                          | **Record Payments & Costs**        |
| Edit, refile or attach files to an entry | Edit permission for transactions   |
| Delete an entry                          | Delete permission for transactions |

Owners and managers hold all four permissions. The dealership can grant the first two to staff. Edit and delete are not available as grants for staff.

## Categories [#categories]

Every entry has one category. The category fixes the direction. No category exists in both directions.

| Group                       | Categories                                                                                                                            |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| Revenue (money in)          | Sale Proceeds, Deposit, Partner Settlement, Tax Refund, Other Income                                                                  |
| Direct Costs (money out)    | Car Purchase, Transport & Shipping, Customs & Duties, Repair & Preparation, Auction Fee, Documentation, Partner Commission, Insurance |
| Operating Costs (money out) | Rent, Salary, Utilities, Marketing, Tax & Licensing, Software & Subscriptions, Other Expense                                          |

Rent, Salary, Utilities, Marketing, Tax & Licensing, Software & Subscriptions, Other Expense and Other Income belong to the business and not to one car. These entries never link to a car.

## Where entries come from [#where-entries-come-from]

* **Record Transaction** on the Transactions page.
* **New Expense** on the Expenses page.
* The **Record** button on the Payments tab of a car or a deal.
* The cost dialog on a task.
* Completing an amount on the Awaiting Payments page.

A payment recorded on a deal carries the deal number and the customer of the deal. It also carries the car of the deal, when the deal has one.

## Guides [#guides]

* Record a transaction
* Record a transaction in a foreign currency
* Find transactions
* Correct or delete transactions
* Attach files to a transaction

## Notes [#notes]

* Every total on the Transactions page uses amounts in the dealership currency.
* The Transactions page has no spreadsheet export.
* Deleting a transaction is permanent. The dashboard keeps no history of deleted entries.