Events
Record Transactions
You can record transactions using any text, file, or URL as input. Entries can come from various sources, including the Bkper web app, mobile app, Google Sheets (via the Bkper Add-on), Bkper Bank Connections, Email, or other User Connections.
Post Transactions
To post a transaction, press the green (>>) or red (>>) button at the beginning of the transaction. The Post event changes the transaction state to unchecked and updates account balances.
✏️ Edit Transactions
To modify a transaction, click the pencil icon at the beginning of the transaction.
Check Transactions
An unchecked transaction can be checked by clicking the gray check icon. This locks the transaction from further modifications, ensuring financial consistency.
Uncheck Transactions
A checked transaction can be unchecked by clicking the green check icon. Only Book Owners or users with Edit permissions can uncheck transactions.
🗑️ Trash Transactions
To delete a transaction, click the trash bin icon at the end of the transaction.
Restore Trashed Transactions
To restore a deleted transaction:
Click Trash in the left menu and find the transaction you need to restore and click the restore icon at the begining of the transaction.
Operations
Copy a Transaction
Select a transaction using the checkbox, then open the input form ( three dots next to the input text) and post the transaction from the form.
Merge Transactions
Select two transactions using the checkboxes, then click the merge button in the top menu.
Merging two transactions with different values creates a new transaction reflecting the difference in amount, ensuring balance accuracy.
The oldest entry merges into the newest while preserving all the data.
A record of the merge remains in Activities and the Trash bin.
If transactions have a remoteId from an external source, both IDs are retained to prevent future duplicates.
To undo undo the merger of Transactions see Restore Trashed Transactions
Batch Edit Transactions
☑️ Select two or more transactions, then click the pencil icon in the top menu to edit them in bulk.
Batch edits on draft transactions don't post the modified transactions.
Batch Delete Transactions
☑️ Select two or more transactions, then click the trash bin icon in the top menu to delete them at once.