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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.
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