In large corporations, auditing trail is very important for internal compliance auditing and regulatory compliance requirement, i.e. SOX compliance.
In BKPER, the auditing trail is recorded as “activity”. All actions are recorded as an activity in the book.
It is important to attach an invoice or receipt to a transaction. You can upload the image or pdf by editing the transaction, and click on the “upload” button.
You can upload multiple files, and the max attachment size can be 20 MB. And there is no limitation on the number of attachments you can upload to your book.
You can also drag and drop the attachment into the book, a new transcation will be created.
Instead of directly upload the invoice or receipt, you can also upload all files to your Google Drive or another online drive, then insert the link for each transaction.
Turn on and off the chart view
You can turn on and off the chart view by clicking on the “chart” icon near the top, right under the search bar.
Upload batch transcation via CSV file
You can create a local CSV file via Excel, and upload the file to import transactions. The uploaded transactions are available for viewing by clicking the “Drafts” button on the left menu.
Consolidating two transactions into one transaction
Data cleansing and consolidation are very common in accounting/financial analysis. You can merge two transactions into one, by selecting both of them and click the “merge” button on the top.
Share book with co-workers and clients
You can share the book with anyone by clicking on the “Share” button on the top right. A window will pop up and ask for the email of the person you want to share with.
You can set the role of the person who is going to have access to your book.