Create new entry

What is this?

Every income and every expense of your choir is recorded as an entry. The entry opens as a side panel on the right, so you stay on the tab you are currently on.

How to create an entry

1. Open Ensembles, choose your choir and go to Cash book.
2. Click New transaction at the top right (on Overview and Entries) or choose it in the ··· menu. On the Overview and under Entries you can also press the N key.
3. Optionally: drag a receipt into the Receipt field. Theatilo reads the amount, date, counterparty and other details and pre-fills the fields.
4. Choose Expense or Income.
5. Choose the account and enter Amount, Entry date and Description. Optionally add Value date, Category and, if a chart of accounts is set up, the SKR account.
6. Optionally: counterparty. Type a name or choose a contact from the address book; then the IBAN and address are taken over. There is also a Reference field, for example for an invoice number.
7. Optionally: tax and allocation. Choose the VAT rate (19%, 7% or 0%), and Theatilo calculates the VAT included in the amount. You also have Tax sphere (Anlage EÜR), Cost Center, Department, two custom fields, Notes and Flag transaction.
8. Optionally: attach more files under Receipts (PDF, JPG, PNG, up to 10 MB per file).
9. Click Save entry.

Recording a donation

Choose New donation in the ··· menu. The form is then preset to income and, if available, to your donations category. From the saved donation you later create the donation receipt.

After saving

Amount, account, date, category and description are then fixed. Only further details such as notes or cost center can still be changed within the first 24 hours. You correct a mistake by cancelling and creating a new entry.

Permission

You need Create & edit transactions.

Tips

• Record entries promptly, ideally with the receipt right away.
• Category and SKR account only show items that match the selected type.