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How to use Bookkeeping

Ronny Christensen avatar
Written by Ronny Christensen
Updated this week

Posting gives you an overview of all financial transactions in the system. To navigate and manage entries in Posting, follow these steps:

Navigate to Accounting

  1. Go to Dashboard.

  2. Click on Accounting in the menu.

  3. Select List to see all transactions in the selected period.

Filtering Accounting

  • From-date and To-date: Select the period for which you want to view transactions (e.g. 01.12.2024 to 31.12.2024).

  • Use the filters to focus on specific transactions, like invoice number, date, or category.

Features

Search

  • Use the search box to find specific records based on invoice number, description, or date.

Page View

  • Adjust the number of transactions to display per page (e.g., 10, 25, 50).

If the list is empty

If Posting does not show any entries, it may be because:

  1. No transactions are recorded in the selected period.

  2. The filters don't return any results.

Adjust the filters or verify that transactions are correctly created in the system.

Do you have any questions?
If you have problems navigating or understanding Bookkeeping, you are always welcome to contact us.

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