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 accounts, groups or books in key/value pairs.

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

  1. Click on "New Account" or Edit an account
  2. Click on "Add property"
  3. Insert a Key (left) and a Value (right)
  4. Press Save

Edit Account Properties 

  1. Edit the account 
  2. Change the value of the key you want to edit 
  3. Press Save

Delete Account Properties

  1. Edit the account 
  2. Remove the value from the key you want to delete.
  3. Press Save

2) Group properties

Create group properties

  1. On the left side of the Transactions page, hover over the groups's name.
  2. Click More > Edit
  3. Click on the property symbol.
  4. Insert a Key (left) and a Value (right)
  5. 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

  1. Open your book
  2. Go to Settings ⚙️
  3. Click on Configurations
  4. Click on Book Properties
  5. Add property
  6. Insert a Key (left) and a Value (right)
  7. Press Save

Edit Book Properties

  1. Open your book
  2. Go to Settings ⚙️
  3. Click on Configurations
  4. Click on Book Properties
  5. Change the value of the key you want to edit
  6. Press Save

Delete Book Properties

  1. Open your book
  2. Go to Settings ⚙️
  3. Click on Configurations
  4. Click on Book Properties
  5. Remove the value from the key you want to delete
  6. Press Save

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

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