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Transaction states

Learn what is a draft or posted transactions and what is checked or unchecked state.

Updated yesterday

The transaction states lifecycle in Bkper safeguards your finances, ensuring full control over your financial data.

The transaction state can be Draft or Posted.

State Overview

Draft

Posted

All transactions are initially drafts and may consist of text with an amount, url or image.

Only on posting, after accounts are found and the amount is transferred from one account to another.

While draft, the transaction recorded may be either incomplete or complete.

Posted transactions may either be unchecked or checked.

Deleted drafts can be recovered from the trash bin and still be posted.

Posted transactions can be deleted, to undo balance alterations. They are reverted and placed in the trash bin.

Reverted (deleted) transactions can be restored from the trash bin.

Posted transactions can NOT be returned to draft state.

  • Incomplete - required data is missing, either the source account (from/cedit), destination account (to/debit), date, desciption or amount is incomplete. On completion, of the missing data, the record is posted

  • Complete - all required data in complete and the transaction is ready to be posted.

  • Checked - conciliated transactions.
    - can not be modified.
    - can be unchecked.

  • Unchecked - posted transactions initially are unchecked. They can be checked and can be modified.
    They are not conciliated.

You can use the Transactions Filter tab to see your transactions separately: drafts, checked, unchecked.


Incomplete - Complete

When a transaction is recorded in the system, the text is interpreted by the Bookbot, that scans all data to find the accounts automagically. Depending on the completeness of the text on entry and by the Bookbot the initial draft is either recorded as complete or incomplete.

Over time Bkper learns about the texts entries and the more records are completed (either manually or automatically) the more likely Bkper records drafts as complete. If no value/number is provided bkper can never record drafts as complete.


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