Before starting
In the Accounting feature, some entries are automated: they are recorded automatically, without you needing to worry about them. This is the case, for example, when a person pays online for their participation in an event.
This article lists all the entries that are automated:
Online registrations and payments
In general, this includes everything that happens online (and what is linked to your online banking account), meaning: membership, event, donation, and sale of products. These are directly recorded in the correct accounts. Here is the list of entries:
Collections (card / direct debits)
For each sale/membership/donation that a person will make online, the person will have to pay directly online. For each collection (whether by card or direct debit), a global monthly entry will be made.
Transaction fees
For each payment made online, bank charges are debited directly from your online account: consult the list of charges related to the online account.
Withdrawals/inflows of money and transfer to your bank account
Each time you debit or credit your online bank account, an entry is made automatically.
Entries recorded manually from another application
Any transaction recorded via the other applications of the software is directly recorded in accounting. Thus, if you manually add a membership, a donation, a product sale, or an event, 2 entries will be created: a so-called "sale" entry and a so-called "payment" entry.
Here is an exhaustive list of automatically generated entries:
- Registration for an event
- Membership
- Donations
- Cancellation of registration/membership
- Creation of product stocks
- Stock supplies and distributions.
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