Add other information to your accounting entries

You can add other optional information to link more data to the entry.

Link an entry to a person

This consists of linking a third party to the entry, which allows:

• To filter entries by members on many pages, including the search module.
• To read by third-party subaccount in the General Ledger.

By default, only people in the Community are proposed. You can link an entry to a customer or a supplier or if the auxiliary accounting is activated. To link an entry to a person, you must have added him/her to your Community.

Add an invoice

By uploading the file, you can add an invoice to your expense or revenue. This feature allows you to keep a digital record of the invoice (an efficient way to quickly identify the source of the expense or revenue quickly).

You can make the upload of an invoice mandatory when adding new accounting entries to prevent omissions. Go to Settings > Accounting > Advanced Settings, and click on Mandatory Invoices.

Add a comment

You can find the option to add information/data for an entry on the right side of the "Add an invoice" checkbox under the name of Free remarks. 

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