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Items

View, add and edit items.

Before adding a transaction you will need to create at least one item.

Choose the Master files menu option from the left hand menu, then click Items to access the Item register.

On mobile, first click the hamburger menu icon Menu in the top left of your screen then follow the instructions above.

Sort / filter items​

Sort by: Items can be sorted by ID, Name or Updated date.

Filter by: Payloader will search a range of key data fields (eg ID, name, notes etc)

Adding a new item​

See Adding a item in the getting started section.

Editing a item​

Click the pencil ✏️ icon in the top right corner of the item card to display the Edit item dialog.

Modify the item details as necessary :-

  • Name
  • Select a category for the item: SPL = Standard item, TOL = Toll charge, INT = Internal use

Click EDIT to save your changes.

Delete a item​

Click on the trash can icon Delete in the lower right of the item card to open the Delete dialog.

You will be asked to confirm your choice.