Create an accounting document

Amir project documentation for open-source Laravel accounting.

Create an accounting document

Use Accounting → Create Document to record the debit and credit lines of a financial event. Check the active company and fiscal year first.

  1. Enter the document date and title.
  2. For each line, choose the account, description, and debit or credit amount.
  3. Balance both sides and save; then check its status in the document list.

An unbalanced document is rejected. Approval, editing, transfer, and printing are available from the document page or list and may require separate permissions.