Farin Farin
Accounting

Record journals, sales, payouts, and memorized transactions

Choose the right accounting workflow for each entry, keep transactions balanced, and save recurring work as memorized templates.

5 min read Updated Mar 18, 2026 Managers and bookkeepers recording accounting activity

Use this article when you need to decide whether something belongs in a journal, a sale entry, a payout entry, or a recurring template.

The main working pages are Transactions, Sales Entry, Payout Entry, and Memorized Transactions.

Quick facts

Start here

  • Use a journal when you need a direct balanced entry.
  • Use the expense tab when you need an expense line and a payment account.
  • Use a sale when you are recording revenue activity that should follow sales-channel logic.
  • Use a payout when you are clearing payout activity from a provider or channel.
  • Use memorized transactions for work that repeats on a schedule.

Choose the right workflow first

  • Use New Transaction for manual journals and corrections.
  • Use Sales Entry when the entry should follow sales posting logic.
  • Use Payout Entry when money is settling from a payment channel or processor.

Step 1: Record the entry and keep it balanced

Start from the main transaction list

Open Transactions to review what already exists and to open a new entry path.

Every journal-style transaction must stay balanced before it can be saved cleanly.

The Transactions page is the central list for reviewing entries before you add, edit, or trace accounting activity.

Step 2: Know when to use sale versus payout

A sale records the revenue event.

A payout records the settlement or transfer that clears money from a provider or clearing account.

  • Do not use a payout to stand in for a sale.
  • If the sales channel setup is correct, using the right workflow keeps reconciliation easier later.

Step 3: Save recurring work as a memorized transaction

Why templates help

Templates reduce retyping and keep recurring entries consistent.

They also make it easier to spot what is due instead of rebuilding the same journal from scratch each time.

Use templates for predictable bookkeeping

Open Memorized Transactions.

Create a template for rent, subscriptions, recurring accruals, or any entry your team repeats on a schedule.

Memorized transactions save time and reduce mistakes when the same bookkeeping pattern repeats every week or month.

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