Freeze the first row of your Sheet
By freezing the first row on your Google Sheet you unlock several functionalities that optimize your workflow when you record transactions.
Bkper System Properties for Transactions
On the frozen first row, Column Titles that use a System Transaction Property will be interpreted as such by the add-on. The System Properties for Transactions are:
Date: The date of the new entry.
Amount: The amount of the new entry.
Origin/From: The From account of the new entry.
Destination/To: The To account of the new entry.
Description: The description of the entry.
Attachment: An external attachment link for the new entry.
BookId: The BookId where the new entry should be recorded. - This BookId overrules the book selected on the Add-on.
The Column Titles Origin/From or Destination/To complete the two accounts on the new entry in your book (and if an amount is provided) the entry will directly be posted as a transaction on your book (not as a draft).
Record Transactions with Custom Properties
In the frozen first row, Column Titles that are NOT System Transaction Properties will be interpreted as Transaction Custom Property keys.
Note: Custom Properties serve as structured data for Bots and Apps, for example, the Bkper Stock Bot that reads quantities to keep an inventory. Also, Custom Properties keys have a max length of 25 characters and are normalize to lower case and underscores for spaces.
Note: Ensure that the timezones of your Book and Google Sheet are the same. If they differ, date discrepancies (such as d-1 or d+1) may appear between the Sheet and the Book.