4. Everything you need to know about the booking detail

When OkiOki can match transactions and documents, they come together on the booking detail. In this detail you can see the transaction with the corresponding document. You can also click through to see the full document or the transaction details.  

Combine multiple documents and transactions 

In the booking detail you can combine several documents and transactions. You can do so by clicking '+ Add' next to 'Documents' and 'Transactions' on the booking detail, depending on what you wish to add. This way you can add multiple documents to one transaction, add multiple transactions to one document or combine multiple transactions and multiple documents. 

Tags 

Finally, it is also useful to make use of the tags and comments that you can add to each booking detail. The tags can be used to structure your archive, both for you and your accountant. For example, you can gather all your invoices from one project under the same project tag. Or you can collect all expenses of one colleague by giving them the same tag. This way, you can easily create an expense report for that colleague. 

As mentioned before, you can add tags to each individual booking detail. If you want to tag several bookings at the same time, you can do that through the archive. There you select the desired bookings (transactions or documents) and give them the corresponding tag. 

These tags are also useful to look up documents and transactions in your archive afterwards. You can use the search function to call up all the bookings belonging to one tag. If you select them (using the checkbox in the top left corner), you can also download or delete them all at once. 

Ready for a new feature? In this next article you can read how you can change data on an invoice that has been read out incorrectly.

Or you can start the user guide from the beginning.