Business management feature
The ledger: balanced journal entries (memorial orders) posted against your chart of accounts — written by hand, from a template, or automatically from your business documents (issued sales invoices, posted payroll runs) via editable posting rules.
Ledger reports — the trial balance and counterparty balances — read straight from what you post.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Journal & Posting feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A journal entry is a document: a header (date, company, reason, the source paper's number/date) plus lines. Each line is a debit or a credit (exactly one side) on a leaf account from your chart — synthetic groups are not postable — optionally tagged with the customer or supplier it concerns (the counterparty subledger) and a…
See the fields and stepsWhen a sales invoice is issued, a journal entry appears by itself: receivables (411) are debited with the invoice total, revenue (703) and output VAT (4532) are credited — per the Sales Invoice posting rule.
See the fields and stepsOpen a fiscal year per company (OPEN → CLOSED → LOCKED). Enter opening balances per account when you migrate: plain account rows for most accounts, and open-item rows (with the counterparty and the document's number/date/due date) for receivables and payables, so aging and drilldowns are correct from year one.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind journal & posting, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
The ledger: balanced journal entries (memorial orders) posted against your chart of accounts — written by hand, from a template, or automatically from your business documents (issued sales invoices, posted payroll runs) via editable posting rules. Ledger reports — the trial balance and counterparty balances — read straight from what you post.
It connects with chart of accounts, Construction, Logistics, Professional Services, Retail, Wholesale.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
