Bookkeeping

Availability: The Bookkeeping module is available from eWay-CRM version 9.1.

In the current version, the Bookkeeping module is read-only, and editing is not enabled.

The Bookkeeping module is used to record accounting entries such as invoices, quotes, and more. eWay-CRM allows synchronization with QuickBooks or other ERP systems. You can easily track the status of your invoices and other records.

This article focuses on the basics of the Bookkeeping module in eWay-CRM Online. If you want more general information about this module, please go to the module description for eWay-CRM Desktop.

Bookkeeping Records List

Click the three dots at the top of the eWay-CRM Online page and select the module name to get into the bookkeeping list.

When you click the link, you will see the list of all items that your user has permission to.

You can search for items in the list, filter them, customize the list, and more. For more information about list opinions, go to List of Items Introduction.

Bookkeeping Record Dialog

If you want to open an item, just double-click it. You will see similar details:

Field	Description
Basic Information	The record name and type are specified, along with the parent item, customer, contact person, and document validity dates.
Note	The general text you can add to your project.
Products in Bookkeeping	A section where you can see an overview of the items included in a bookkeeping record, their prices, and other details. It is a list you can filter, customize the column display, and summarize financial columns.

When you want to display other fields or customize your dialog, use Form Designer in eWay-CRM Desktop. eWay-CRM Online displays a dialog similar to Microsoft Desktop, but some differences can happen due to the position of field groups in eWay-CRM Desktop - eWay-CRM Online does not use only the horizontal position of the field group, but the vertical is also important, e.g. when the group is on the right in eWay-CRM Desktop but it is higher than the group on the left, it is displayed higher in eWay-CRM Online.

Item Header

The top part of the item detail allows you to do some basic operations with the item and informs you about the item:

Option	Description
Profile Picture	The picture you related with the item.
Basic Information	Right next to the profile picture, you have basic information about the item so you do not need to find them anywhere else.
Categories	Add a category to the item - see Create Categories.
Chat in Teams	Share the item using Microsoft Teams - see Send a Link to Open an Item Via Teams.
Share	Use it to share the item as a link or as a message sent by email.

Bookkeeping Record Workflow

The Bookkeeping module has workflow - you can set different statuses for records to describe their process; flows between statuses can also have some actions that are proceeded, for example, it checks whether you filled some values or sent the record by email.

For more information about workflow, go to Work With Workflow.