Master Data

Besides Transactional Entries RareBooks has regular entries for documents that don’t affect any account’s balance directly.

Examples of these are:

Creating a New Entry

To create an entry navigate to it’s page first, for example for Taxes: Setup > Taxes

And click on the blue + button, this will open the Quick Edit Form.

Enter the values and click the blue Save button. The entry will now be made and can be used in transactions.

To create the duplicate of an entry, click on the ... menu button and select Duplicate.

This will create a Draft entry, i.e. it is not yet saved, you can change the values and click on Save.

After the entry has been Saved you can use it in transactions.

To delete an entry, click on the ... menu button and select Delete.

::: warning Entry Deletion Entries used in transactions cannot be deleted.

To delete these entries the Transactions where they are used will have to be deleted first. :::

Now that you know the basics of entries you can learn about specific types of entries.