Differences

This shows you the differences between two versions of the page.

--- en:fin_kanne [2025/03/07 10:54] – [6. Fine-tuning] kellylytom
+++ en:fin_kanne [2026/10/20 10:34] (current) – [6. Bulk insert] lauratam
@@ Line 300: / Line 300: @@
   * **Attachment preview** - whether and where a preview of the attachment attached is displayed. Options are missing, right and bottom.
-===== 6. Bulk insert =====
+===== 7. Bulk insert =====
 You can create transaction rows in Excel and bulk insert them directly to the transaction.
@@ Line 308: / Line 308: @@
   *Only one amount can be bulk inserted, either in the debit or credit column
   *Zero is not a number, i.e. it is possible to insert amounts from an Excel table with Debit 0.00 and Credit 40.00. After importing, only Debit (empty) and Credit 40.00 remain.
+===== Frequently asked questions =====
+==== Saving a new transaction fails because the account is missing levels... ====
+When you save a transaction, Directo shows this message if:
+  * object levels are marked as mandatory on the [[en:konto|financial account]], or
+  * the level is marked as mandatory for the transaction document on the [[en:obj_tase|object level]] card.
+{{:et:lauratam20261020-102758.png}}
+If you have seen this message on both the old and the new design transaction, you may have noticed some differences:
+  * The new transaction is __not saved__ if the document doesn't meet the set requirements.
+  * The old transaction notified you of what was missing but still __saved the incomplete transaction__.
+When you save a transaction, Directo records it in the accounts immediately. The new transaction makes sure that a transaction that doesn't meet the requirements doesn't end up in your reports.
+If you used to enter the transaction first and add the objects later, we **recommend** the following:
+  * When you create a new transaction, save the document first so that it gets a document number.
+  * Fill in the document.
+  * If saving fails, Directo keeps the draft of the document. You can add the required objects later without losing the information you have already entered.
+:!: The draft version of a document is kept for 7 days from the last change to the document.
+==== Differences between the new and old transaction periodization ====
+:?: The new transaction periodization works the same way as **sales invoice** and **purchase invoice** periodization. This means that before you start periodizing, you enter the //income or expense account// whose amount you want to distribute over periods on the transaction (:!: //in the old design, you had to enter the corresponding account first//).
+Example: periodizing the premises insurance expense over a full year.
+  * Before you press **Periodize**, enter the account you want to periodize on the transaction.
+{{:et:lauratam20261020-103228.png}}
+  * In the periodization window, select the **Corr. account** and the other periodization conditions.
+{{:et:lauratam20261020-103359.png}}
+  * When you periodize, Directo replaces the periodized account with the corresponding account and distributes the amounts over the selected periods, decreasing the corresponding account and increasing the original account of the transaction.
+{{:et:lauratam20261020-103434.png}}