Record debit and credit entries with accounts, categories, project context, supporting files, and exportable transaction history.
Lyniti Double-entry Bookkeeping gives finance and operations teams a structured way to record both sides of transaction activity. Debit and credit totals are validated, while accounts, categories, project context, source files, and review status stay connected to each record.
| Capability | Details |
|---|---|
| Debit and credit entries | Record both sides of transaction activity with debit and credit entries inside one structured bookkeeping workflow. |
| Accounts and categories | Assign entries to the relevant accounts and categories so transaction records remain organized for review and reporting. |
| Project-aware records | Connect transactions with project context when finance activity needs to stay traceable to operational work. |
| Attachments and review status | Keep source files with transaction records and track draft, review, published, and archived bookkeeping states. |
| Reusable templates and exports | Reuse common entry structures and export bookkeeping records as CSV or formatted PDF reports. |
Double-entry bookkeeping records at least two sides of a transaction. One or more debit entries and one or more credit entries describe how value moves between accounts. The total debits must equal the total credits for the transaction to be balanced.
Lyniti validates that a transaction includes both entry types and that their totals match. This gives teams a structured accounting record rather than a single unclassified income or expense note.
Each entry includes an account, an amount, and a debit or credit type. A transaction can contain multiple entries when one business event affects several accounts, as long as the final debit and credit totals remain balanced.
Clear validation helps catch incomplete entries before they move into review. It does not replace an accountant or determine the correct accounting treatment for a business.
Accounts and financial categories make transaction records easier to review and report. Project context can also be attached when a service business needs financial activity to remain traceable to operational work.
Project-aware records reduce duplicate explanations between delivery and finance teams, while still keeping accounting review separate from project execution.
Transactions can include attachments and move through pending review, approved, rejected, or needs-changes states. Reviewers can request missing files without separating the request from the transaction it supports.
Templates and recurring records help teams repeat common structures. Approved bookkeeping data can be exported as CSV or included in PDF reports for handoff and record keeping.
It is a structured transaction workflow that records debit and credit entries with accounts, categories, and supporting context.
Yes. Transactions can include supporting attachments and project-aware context alongside account and category data.
Yes. Bookkeeping records can be exported as CSV and formatted into PDF reports.
Yes. Transaction validation requires debit and credit entries and checks that their totals match within the supported precision.
No. Lyniti provides structured bookkeeping workflow and records, but accounting treatment and professional advice remain the responsibility of qualified professionals.
Record balanced debit and credit entries with accounts, categories, projects, attachments, reviews, and CSV or PDF exports.