In Bkper, transactions move through different states, ensuring that financial data stays accurate, auditable, and always under your control. These states allow you to review, adjust, and confirm transactions before they permanently affect account balances. This structure not only puts a human in the loop but also guarantees data consistency in time.

Every transaction in Bkper can be in one of four states:

Draft

Unchecked

Checked

Trashed

When you record a new transaction, it begins as a draft. You can use text, images, or files to create it, and at this stage, it does not affect account balances.

A Draft transaction is incomplete (>> red double arrow), meaning it is missing a date, amount, from account, or to account. These are essential for a complete financial record.

If all required details are provided, the draft Transaction is complete (>> green double arrow) and can be posted, changing its status to Unchecked.

Over time the Bkper Agent learns more about your entries and completes more Records for you.

If a draft is trashed, it can still be recovered from the trash bin.

Once a transaction is posted, it moves to the Unchecked state. This means:

It updates account balances and becomes part of your financial records.

It can still be edited, trashed or recovered from the trash bin if needed .

It can be checked (see checked).

A Checked transaction is a consolidated transaction that ensures financial integrity.

• It cannot be edited to prevent accidental changes.

• It cannot be deleted, keeping your records secure.

• Only users with edit permissions can uncheck a transaction if adjustments are necessary.

When a transaction is trashed, it moves to the trash bin instead of being permanently erased.

• Draft transactions can be recovered if needed.

• Unchecked transactions can be recovered.

This ensures that accidental deletions don’t disrupt your records.