Managing Individual Accounting Items in Royalti.io
This guide explains how to view, edit, and delete individual items across all sections of the Accounting Management system.
Getting Started
To manage individual accounting items:
Log in to your Royalti.io account
Select your Workspace
Select the Payment Page from the Accounting dropdown
Viewing Item Details
To view complete information for any accounting item:
Locate the item you want to examine in the table
Click the eye icon on the row of the item
A modal or sidebar will open displaying all information related to the selected
item
The view panel includes all details associated with the entry, allowing you to review the complete information without making any changes.
What You Can See in View Mode:
Complete item details including To, Title, Date, Files and Memo
Related transactions or connections to other accounting entries
Document attachments (if applicable)
Full payment or transaction history
Option to Download the Invoice as PDF
Editing Items
To modify information for any accounting item:
Locate the item you want to change in the table
Click the edit icon (pencil) on the row of the item
After Which
A sidebar will open with editable fields
Make your desired changes to the information
Click the Save button at the bottom of the sidebar to save your changes
Important Notes About Editing:
Required fields are marked with an asterisk (*)
The system automatically records the time and user who made the edit
Deleting Item
To remove an accounting item from your records:
Locate the item you want to delete in the table
Click the menu icon (three dots) on the row of the item
A dropdown menu will appear
Select the Delete option from the menu
Confirm your decision in the dialog box that appears
Important Notes About Deletion:
Deleted items cannot be recovered directly through the interface
Some items may not be deletable if they are connected to other active records
Deletion is logged in the system for audit purposes
Best Practices
Regular Review: Periodically review your accounting entries to ensure accuracy
Documentation: Add notes when editing items to track the reason for changes
Caution with Deletion: Only delete items when absolutely necessary
If you need further assistance, please contact our support team.