To enter a new transaction, click the green Enter new transaction button.
Entries must be made in the interface that now opens. The predefined mandatory fields are marked with a red asterisk *.
A booking can only be completed if all mandatory fields are filled in.
In the Invoice number field you enter an invoice number.
In the Payment date field you select a date when the payment was made.
In the Receipts/Expenses field you make the appropriate selection.
Now you need to enter the gross amount and select the VAT rate accordingly.
The net amount and the monetary VAT amount will now be calculated automatically.
Enter a text in the Note field.
In this section you can upload the document corresponding to the booking in PDF format.
There are 2 different possibilities.
- the upload via the button Select document
- uploading via the Scan with Web Application
