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As your financial tracking grows, you
may find yourself managing multiple
Books. Whether for different
currencies, business units, projects,
or financial entities.
This is where come in.
Collections
Collections
Collections
Why Are Collections Important?
Collections
Collections group related Books together, helping you:
– Easily switch between
Books that belong to the same entity or workflow.
See the big picture
– Keep Books structured in a way
that makes sense for reporting and decision-making.
Maintain consistency
– Enable automations (e.g., Bots,
Apps) to recognize related Books and act accordingly.
Streamline processes
When to use Collections
A Collection is useful whenever you need to track separate but
related financial activities.
Collections currencies
EUR
BOOK
YEN
BOOK
AUD
BOOK
USD
BOOK
Collection
→ Keep a Collection of Books for
different currency accounts within the same company.
Multiple Currencies?
→ Track Quantities and Finances in one collection.
When to use Collections
BOOK
BOOK
Inventory
BOOK
Collection
Stock
General
Ledger
Collection units
Track different units?
1
/
4
Collections
Learn how Collections help you manage multiple Books together.
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