Baskets

A basket is the system’s way of defining a group of entities of the same type

You can create or edit a basket under “Budget” in the right sidebar (available to system administrators only)

Types of baskets:

Expenses – for issuing purchase orders and purchase invoices

Income – for issuing income documents (customer invoices, etc.)

Items – relevant for income and expenses

Transfers – relevant for income and expenses for work budget transfers and work budget updates

Report – used for viewing purposes only

Basket settings:

Routes – the route for an order/invoice/document, etc.

Sorting range – accounts under this sorting will automatically be included in the basket

Numbering – only accounts included in this numbering will be included in the basket (for example – only an account that starts with 1 and ends with 2)

Account type – only accounts whose main account in the books is of this type (expense/income) will be included in the basket

Users – for which users the basket will be available

Section baskets:

A guide on how to manually add or remove sections from a basket is available in the following article: Adding a Section to a Basket

Please note that if a sorting range has been defined for the basket, specific sections can be excluded from the basket using the remove button