Add a Transaction

Transactions allow you to track the cost associated with lead generation. The transactions in Kizen can be tied to a Lead Source and an Expense Category. 

The Expense Categories include:

• Advertising
• Commissions
• Contractors
• Supplies
• Travel
• Other Costs

Transactions can be added to Kizen in two ways:

1. Add a Transaction Manually
2. Quick Add a Transaction

Add a Transaction Manually

Transactions can be added manually, one at a time, using these steps:

1. Select Data from the top menu bar.
2. Click Marketing Costs.
3. Click Add Transaction. 

4. Complete the Transaction Details and Attribution Details.
   • Transaction Details
     • Transaction Model
       • Line Item Transaction - Enter the transaction date
       • Daily Amortization - Enter the start and end date
     • Cost
   • Attribution Details
     • Add in the Lead Source
     • Add in the Campaign (if applicable)
     • Select the Expense Category
   • (Optional) Split the cost between multiple lead sources
5. Click Save.

Quick Add a Transaction

Basic details on transaction can be added from the All Transactions page, using these steps:

1. Select Data from the top menu bar.
2. Click Marketing Costs.
3. To the left of the All Transactions table, click + Quick Add. 

4. Enter the transaction information
5. Click the ✓ to save each data point.