How to register income and expenses

Steps

1. Open Income & Expenses.
2. Add, then choose type income or expense (usually cannot be changed after create).
3. Fill in title, amount, currency, date, status, and similar fields, then save.
4. To settle it, go to Receipts & Payments and link this record.
5. You can also click AI chat in the top right. For AI staff, choose Accounting, create a conversation, then click Confirm. Tell the AI the income and expense information and let the AI add it.

Done when

The record appears in the list, and status and open amount look as expected.