{"id":9422,"date":"2025-10-20T14:06:04","date_gmt":"2025-10-20T13:06:04","guid":{"rendered":"https:\/\/churchtools.academy\/?post_type=docs&p=9422"},"modified":"2025-09-11T16:20:37","modified_gmt":"2025-09-11T15:20:37","password":"","slug":"how-to-enter-transactions-using-the-expert-view","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-to-enter-transactions-using-the-expert-view\/","title":{"rendered":"How to enter transactions using the expert view"},"content":{"rendered":"\n

The expert view of the booking screen is intended for treasurers or accountants who primarily take care of the finances in the church and need the full range of functions.  <\/p>\n\n\n\n

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Activate expert view<\/strong>
The permission for the extended view is granted with the global permission Finance<\/strong><\/em> > Create and edit transactions for accounting year and client (edit accounting period)<\/strong><\/em>.<\/p>\n<\/blockquote>\n\n\n\n

Click on Enter transaction<\/strong><\/em> (3) to open the booking screen.<\/p>\n\n\n\n

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Booking Screen<\/h2>\n\n\n\n

In the booking screen you enter all the information about your transaction. To navigate more quickly between the individual fields, you can jump to the next field by pressing enter.<\/p>\n\n\n\n

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Donations<\/strong>
If you would like to create a booking for a donation, take a look here<\/a>.<\/p>\n<\/blockquote>\n\n\n\n

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( 1) Date<\/h3>\n\n\n\n

Enter the date of the transaction or select it from the calendar field.<\/p>\n\n\n\n

(2) Receipt number<\/h3>\n\n\n\n

You can choose your receipt number freely and work according to a system that suits you best. The receipt numbers can also be incremented automatically by ChurchTools.  <\/p>\n\n\n\n

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Consecutive document number<\/strong>
You can set this function in the Master data<\/strong><\/em> (2) by opening (4) the edit menu of the desired accounting year (3) and activating the consecutive document number.<\/p>\n\n\n\n

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(3) Account<\/h3>\n\n\n\n

Here you enter the account to which the revenue or expenditure is to be entered.<\/p>\n\n\n\n