Record Transactions: Journals, Bills, Recurring & Transfers | Britixo Accounting Software UK.

Introduction

With your accounts ready, you’ll start recording day-to-day activity: manual journals, vendor bills/expenses, recurring entries (rent, depreciation), and account transfers.

🧮 1) Journal entries (debits/credits)

• 🧭 Go to: Accounting → Journal Entries → New
  
  

• ✍️ Add Date, Reference, and line rows (Account, Debit/Credit, Memo).
  
  

• 📎 Attach backup (PDF, image).
  
  

• 💾 Save & Post.
  
  

• ⚖️ Must balance to zero before posting.
  
  

🧾 2) Vendor bills & expenses

• 🧭 Go to: Expenses → New Expense or Purchases → Bills → New
  
  

• 🧍 Vendor, Date, Due Date (if bill), Account (e.g., 6100 Utilities), Tax, Amount.
  
  

• 📎 Attach invoice PDF.
  
  

• 💬 Add Internal Note for audit context.
  
  

🔁 3) Recurring entries (rent, depreciation, subscriptions)

• 🧭 Go to: Accounting → Recurring
  
  

• ➕ New Recurring Template: choose frequency (monthly/quarterly), start date, journal template (or expense).
  
  

• ▶️ Set to Active; entries generate automatically.
  
  

🔁 4) Customer invoices → accounting

• Sales → Invoices flow to Income accounts on posting.
  
  

• 💳 When payments are recorded, Bank and AR move accordingly.
  
  

🔁 5) Transfers between accounts (e.g., current → savings)

• 🧭 Go to: Banking → Transfers → New
  
  

• 🔁 Choose From and To accounts; enter Amount, Date, Memo.
  
  

• 💾 Save; a balanced journal is created behind the scenes.
  
  

Pro tips

• 🧷 Use attachments for audit proof.
  
  

• ✅ Lock posted periods after review to prevent edits.
  
  

• 🧹 Create recurring templates for anything repeated.