USER GUIDE

User Guide

Other Financial Entries / Creating a financial entry

Creating a financial entry

To create a new entry, click the New Other expense/revenue button on the list page.

•Direction — Select Revenue or Expense.

•Category — Choose an existing category or create a new one directly from the dropdown.

•Description — Enter a short description.

•Entry date — The date of the financial entry.

•Partner — Optionally assign a partner.

•Gross amount — The total gross amount.

•Net amount — The net amount.

•VAT amount — The VAT amount.

•Currency — Select the currency. For non-HUF currencies, the exchange rate is loaded automatically.

•Cost center — Assign a cost center for the P&L report.

•Job number — Assign a job number for the project profitability report.

•Debit ledger number — Optionally assign a ledger number for accounting.

•Credit ledger number — Optionally assign a ledger number for accounting.

A free-text field for any additional notes or comments about the entry.