Every connection starts as a debtor or creditor relationship.
Creditors and Debtors
Parties are grouped by the role agreed when the connection was created. Only accepted transactions affect balances.
Creditor accounts
Debtor accounts
Recent transactions
Accepted, pending and rejected entries across party accounts.
Common tasks
Day Book
Every transaction remains visible, including entries that are pending or rejected.
Party ledgers
Connected and off-application debtor and creditor accounts with live balances.
Connect another user
The selected role is reciprocal and the other person must accept it.
Add a private party
Maintain an account for someone who does not use this application.
This party and its transactions are stored securely with your account, so you can access them from any of your devices.
Approvals centre
Connection roles and transactions become final only after both parties agree.
Connection requests
Review the proposed reciprocal account role.
Transaction approvals
Entries submitted by other parties for your confirmation.
Awaiting other parties
Transactions you submitted that are still pending.
Preferences
Display, sign-in and account preferences.
Account and session
- Username
- —
- Storage
- Session only