Transaction status

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

Jacob van den Berg avatar
Written by Jacob van den Berg
Updated over a week ago

The transaction status mechanism in Bkper safeguards your finances, giving you full control of the data that enters your finances.

The transaction status can be Draft or Posted.

Status 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 not deleted, to undo the balance alterations, they can be reverted. Posted transactions can be returned to draft status.

  • 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.


 Autopost

Turn autopost on when your Bookbot completes all entries correctly.

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