To register through form, please firstly navigate to Manuals and user settings. In item transaction registration in accounting you should select record registration form.
Registering transactions allows for registration of both debit and credit entries into to one transaction.
The system will automatically divide it into two separate debit and credit transactions. If an account key includes Vat, a third transaction will be created automatically.
By default the entry gets the date when it was created, but a date can also be entered or selected from calendar. |
The debit account key the transaction should be recorded with. The account key can be chosen from the account key tree on the left side. You can also search for the key by clicking the glasses next to the field. You can enter a part of key or key name and then the system will display a list of possible keys or automatically enter into to the field if only one match was found. When a key is entered, its name will be displayed on the right of the field. You can click the icon |
to copy the key that was entered for the last registration.
The credit key the transaction should be recorded with. The above description of debit account key (7.1.2) applies to the credit account key as well. |
This field shows the transcription amount. When an amount is entered, the Vat will be calculated if applicable and displayed in the field, Amount Vat. |
The calculated Vat will be displayed here. If the account key’s Vat group allows overwritten, it Vat amount can be changed here. Even though the Vat group does not allow overwrite, it is always possible to change the amount Vat by ±2 kr for rounding purposes. |
This field shows the description of the entry. An account key may have a default description text and such description will appear here. The text here can be changed. You can click the |
This field is used as a reference to customer SSN. An account key may require this field to be filled (e.g. an account key for contracted service). You can search the customer list by using ssn and clicking the glasses
|
icon. You can also search the employee list by clicking the 
icon.
This field is used as reference to account number. The Sales part of Regla will insert the retail account number into this field. |
It is for notes else than ssn and account number. |
It is used for creditor booking i.e date of invoice is earlier than the payment date and can belong to former Vat period. By record the invoice date, the transaction and the credit transaction on creditor account key are recorded under invoice date and then debet transaction on creditor account key is booked under payment date. |