To make a transaction, go to the "Request" tab.

Since a transaction is case-specific, a case must be specified. If the user has multiple cases, the user will be asked to choose a case. Type in the case name or the name of a case member, and press the case you'd like to make a transaction in.

Then, press "Add New Transaction" to start filling out the information about the transaction. Then select a recipient and complete the required fields of the form. The user may also add multiple transaction requests and submit those transactions together. To cancel requesting a transaction, press the  button to remove that transaction request. When finished, press the "Confirm" button at the bottom to submit the transactions. The user will be prompted with an overview of the proposed transactions. Press "Yes" to confirm making the transactions.

You can also make a transaction a "Recurring Transaction". To learn how to make a recurring transaction, please follow How to Make a Recurring Transaction.