Custom properties centralize data relevant to each object such as a tax rate or an address or external references, such as URL's, ID's to external data on other systems.
This empowers you to centralize and automate tasks on Bkper and always work within the context of the book without the need to switch between apps. Having contact data on an overdue receivable makes it possible to contact your client from within Bkper, either manually or via an automated process with a Google Apps Script.
Bkper stores specific information about transactions, accounts, groups or books in key/value pairs.
Things to remember:
Property keys only allows lowercase.
Spaces between the words on keys are transformed into "_" (underscore)
To remove a property, just delete the value from the key
All changes on properties (delete, edit, etc) are registered on activities
1) Account properties
Add contact information to a client's account by adding their address and a phone number in the Account properties, as in this gif example bellow.
Emails, Urls, phone number are rendered as clickable links on the chart of accounts that will open your configured tool to open them. So If you use Skype on your computer for call, clicking on a phone number on the chart of accounts will open Skype to make a call.
Create Account Properties
Click on "New Account" or Edit an account
Click on "Add property"
Insert a Key (left) and a Value (right)
Press Save
Edit Account Properties
Edit the account
Change the value of the key you want to edit
Press Save
Delete Account Properties
Edit the account
Remove the value from the key you want to delete.
Press Save
2) Group properties
Create group properties
On the left side of the Transactions page, hover over the groups's name.
Click More > Edit
Click on the property symbol.
Insert a Key (left) and a Value (right)
Press Save
3) Book properties
Add relevant information to your Book properties such as a Tax id or contact data which you tend to use in your automated processes
Create Book Properties
Open your book
Go to Settings ⚙️
Click on Configurations
Click on Book Properties
Add property
Insert a Key (left) and a Value (right)
Press Save
Edit Book Properties
Open your book
Go to Settings ⚙️
Click on Configurations
Click on Book Properties
Change the value of the key you want to edit
Press Save
Delete Book Properties
Open your book
Go to Settings ⚙️
Click on Configurations
Click on Book Properties
Remove the value from the key you want to delete
Press Save
3) Transactions properties
Create Transaction Properties
Open your book
Create a transaction
Click on the property symbol (see on the gif).
Add property
Insert a Key (left) and a Value (right)
Press Save
Edit Transaction Properties
On you book, click on the "pencil/edit" icon
Edit the property
Press Save
Remove Transaction Properties
On you book, click on the "pencil/edit" icon
With you transaction "opened", remove the text of the property
Press Save