Financial transactions

The transactions in the system occur with very simple filling out, just provide data such as dates, amount, category, person who will receive or pay, a business and, if desired, attach a document (image in PDF, JPG or PNG format). You can also put the transaction in a recurring form, happening at a certain periodicity.

In the “Balances and Postings” dashboard, you can edit and create movements, issue invoices, track a timeline of bank slips, receipts, track recurring records, and even reconfigure postings with new due dates and values in a negotiation.