--- title: Managing New and Existing Transactions description: Managing New and Existing Transactions --- [Skip to content](https://knowledge.nexone.ca/en-ca/managing-new-and-existing-transactions#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) November 24, 2025 # Managing New and Existing Transactions This tutorial takes you through the process of adding a transaction to your client folder within NexOne Agent. Add a new Transaction ![d82ad8f9-629f-42b5-822c-34e37d08412b](https://knowledge.nexone.ca/hs-fs/hubfs/d82ad8f9-629f-42b5-822c-34e37d08412b.png?width=670&height=327&name=d82ad8f9-629f-42b5-822c-34e37d08412b.png)  ![](blob:https://nexone.atlassian.net/d82ad8f9-629f-42b5-822c-34e37d08412b#media-blob-url=true&id=c7593de4-4c8e-465b-b261-8d65aa5216b6&collection=contentId-2512027675&contextId=2512027675&width=1920&height=936&alt=) 1. Click on your client and click on the “Add Transaction” button. ![765126c3-fd63-4eb8-8287-b3357a43318c](https://knowledge.nexone.ca/hs-fs/hubfs/765126c3-fd63-4eb8-8287-b3357a43318c.png?width=670&height=327&name=765126c3-fd63-4eb8-8287-b3357a43318c.png)  ![](blob:https://nexone.atlassian.net/765126c3-fd63-4eb8-8287-b3357a43318c#media-blob-url=true&id=29c6ce9a-09ed-4ab1-83ba-15a3aedcc3a8&collection=contentId-2512027675&contextId=2512027675&width=1920&height=936&alt=) 2\. Enter all relevant transaction information. #### To manage an existing transaction ![84c81c88-67a3-4ce9-885a-6660c66f79b8](https://knowledge.nexone.ca/hs-fs/hubfs/84c81c88-67a3-4ce9-885a-6660c66f79b8.png?width=670&height=327&name=84c81c88-67a3-4ce9-885a-6660c66f79b8.png)  ![](blob:https://nexone.atlassian.net/84c81c88-67a3-4ce9-885a-6660c66f79b8#media-blob-url=true&id=d29cbead-ddcd-428d-8995-35fbfceac872&collection=contentId-2512027675&contextId=2512027675&width=1920&height=936&alt=) 1. Click on your client, hover over the transaction and click on the info button. ![1ee0f8bb-0a00-475e-8d76-23de0926bb4d](https://knowledge.nexone.ca/hs-fs/hubfs/1ee0f8bb-0a00-475e-8d76-23de0926bb4d.png?width=670&height=327&name=1ee0f8bb-0a00-475e-8d76-23de0926bb4d.png)  ![](blob:https://nexone.atlassian.net/1ee0f8bb-0a00-475e-8d76-23de0926bb4d#media-blob-url=true&id=21623b22-77bd-43e5-80c5-c10c7d35a9bd&collection=contentId-2512027675&contextId=2512027675&width=1920&height=936&alt=) 2\. 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