Create new entry

What is this?

With New entry you manually capture an income or expense in your cashbook. Useful wherever the event does not run through a connected bank account — e.g. cash donations, expenses from the club cash, ticket money at the concert door or entries before the first bank sync.

Bank transactions imported via PSD2 do not need to be created manually — they are already there and only need categorization.

How to create an entry

1. Open Administration > Cashbook > Entries.
2. Click New entry at the top right.
3. Choose the type: income or expense.
4. Enter the date (default is today).
5. Enter the amount in euro.
6. Choose the account — cash, bank account, other.
7. Choose a category — e.g. donation, membership fee, sheet music purchase.
8. Enter purpose/description — as meaningful as possible, e.g. "Cash donation at concert 14.04.2026 Müller".
9. Upload the receipt (cash slip, invoice, donation confirmation) — directly in the form.
10. Save. The entry appears in the list immediately.

Entry with multiple categories (split entry)

An invoice often contains several items — e.g. sheet music purchase 80 euro plus shipping 5 euro. To split:

1. In the entry form: click Split entry.
2. Enter a category and a partial amount per item.
3. The sum must equal the total amount — Chorilo checks this.
4. Save. Both items appear separately in the analyses, but linked as one event.

Permission

To create an entry you need cashbook.edit. By default the treasurer has this right.

Tips

• Upload the receipt immediately, before you lose the slip — that is compliant and saves searching later.
• Write meaningful purposes — "Receipt 134" helps no one, "Hall rent rehearsal weekend 12.-14.04.2026" is clear.
• Use consistent categories — if unsure, look in the category list rather than creating a new one.
• Book promptly, ideally within a few days — otherwise work piles up and receipts get lost.