Getting Started
To manage individual accounting items:
Log in to your Royalti.io account
Select your Workspace
Select the revenue page from the Accounting dropdown menu:
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.
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 this,
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 (*)
Some fields may not be editable depending on the status of the item
Deleting Items
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
Then
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
Consider archiving instead of deleting for items you may need to reference later
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.