Creating and Editing

You can only add an entity within the module. To create one, click the corresponding button in the top right corner of the screen and select the type you want to add — Receivable or Payable.

Regardless of the type, you will need to fill in the following fields in the form that appears:

• Name;
• Date;
• Accrual Date;
• Total amount;
• VAT — if the obligation is taxable;
• Category under which the obligation is recorded;
• Assignee;
• Customer with whom you have entered into the obligation;
• Currency.

After saving, the record will appear in the list, and its card will open on the right.

Editing Payables & Receivables

To change information about an obligation, navigate to its card, open the context menu in the top-right corner, and select Edit.