Financial items

Filter the record overview, for example, if you only want to see records for a specific date range, account, etc. Read more about the filter function here .

Note! By default, only records for the last 12 months are shown.

Copy lines to a journal button can be selected both during transactions and under Transactions on vouchers.

Select which draft the records should be copied to, whether to reverse the sign, whether the records should be assigned a new date, a quick text or a new text when copied to the selected draft.

Note! All lines of the current screen are copied to the selected journal.

The field updated with the invoice number of the posted entry.

Note! When posting purchase invoices, only invoice numbers up to and including 9 characters are stored in this field. That is, if a purchase invoice number is longer than 9 characters, then this field is left blank on the transaction.

Change dimension e.g. department on a booked item and/or change account. You can select All lines in the prompt that appears when changing the dimension, so the change can be made on all lines in the transaction at once. The account is only ever changed on the line that is selected when you select Change dimension/account, regardless of the selection in the All lines field.

If dimensions are not worked with in the accounts, then the dimension fields will not be visible in the prompt that appears.

If you want to change from a debtor collective account or creditor collective account to a financial account, the voucher must either be deleted or posted back, as debtor/creditor items are not removed.

Change the debtor/creditor on the selected record/transaction. That is, if you have posted a payment from a debtor to your bank account, but have had it registered on the wrong customer, then with this button you can change the customer.

Note! Only transactions with originals from a posting journal that you can change the debtor/creditor on. You will therefore not be able to change the debtor on, for example, an invoice posted via the order module. If this is what you want to do, then a credit note and a new invoice must be posted to the real debtor.

Change the text on the selected record/transaction, e.g. if you made a spelling mistake or posted the record with completely incorrect text.

In the prompt, you can choose whether to change the text on the selected line or on all lines of the current record/transaction.

If the text is linked to a debtor/creditor entry and you choose to change the text on all lines, it will also change on the debtor/creditor entry. If the debtor/creditor entry has a reference to a project, it will also change in the project. Since finance does not have a reference to the project, the project will only be changed when you have a vendor.

Change the quantity on the selected record/transaction, e.g. if you accidentally posted the record with incorrect quantity or completely without quantity.

Note! It is only possible to post with quantity on financial items if the Use 'number' in the financial items are marked under Company/Company information .

If this function is selected, a project number can be added or edited on the record. Please note that this function does not correct anything on the project. It is only a financial correction that is used to refer a missing reference to a project. The correction is made as follows.

Find the item you want to change. Tap entries on vouchers.

Select change project.

Enter the project number. The change is made.