Group documents

One fixed side and several counter rows in a single document — like paying several salaries from one bank account, or splitting an expense across categories. The document is always balanced: the fixed side is built automatically from the sum of the rows.

When do you come here?

• To register several related payments/receipts as one document instead of many.
• To browse or export previous group documents.

Working with the list

• The filter row under the headers applies to every record on the server; Excel/PDF exports see the same active filters.
• Clicking the code (GRP…) opens the document page.

Tips

• Each counterparty's statement shows only its own row; the fixed account sees a single total line, so its statement stays clean.
• While the document is inside the edit window you can add/remove rows; after that only a reversing adjustment.