--- title: How to enter transactions using the expert view description: "The expert view of the booking screen is intended for treasurers or accountants who primarily take care of the finances in the church and need the full range of functions.   > **Activate expert view** > The permission for the…" url: "https://staging.churchtools.academy/en/help/churchtools-modules/transactions/how-to-enter-transactions-using-the-expert-view/" updated: "2026-06-18" category: Finances / Transactions --- # How to enter transactions using the expert view The expert view of the booking screen is intended for treasurers or accountants who primarily take care of the finances in the church and need the full range of functions.   > **Activate expert view** > The permission for the extended view is granted with the global permission ***Finance*** > ***Create and edit transactions for accounting year and client (edit accounting period)***. Click on ***Enter transaction*** (3) to open the booking screen. ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-378.png) ## Booking Screen In the booking screen you enter all the information about your transaction. To navigate more quickly between the individual fields, you can jump to the next field by pressing enter. > **Donations** > If you would like to create a booking for a donation, take a look [here](https://staging.churchtools.academy/en/help/churchtools-modules/donations/19-how-to-enter-donations/). ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-381.png) ### ( 1) Date Enter the date of the transaction or select it from the calendar field. ### (2) Receipt number You can choose your receipt number freely and work according to a system that suits you best. The receipt numbers can also be incremented automatically by ChurchTools.   > **Consecutive document number** > You can set this function in the ***Master data*** (2) by opening (4) the edit menu of the desired accounting year (3) and activating the consecutive document number. > > > > ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-383.png) > > > > ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-379.png) ### (3) Account Here you enter the account to which the revenue or expenditure is to be entered. **Tip** You can make your entry either via the account number or the account name. ChurchTools automatically suggests all accounts that match your entry. ### (4) Offset account The offset account determines from which account the entry amount is to be deducted.   > **Balances** > The current balances are displayed to the right of the accounts so that you always have a quick overview of your accounts and offset accounts. ### (5) Cost center If you want to further define what a transaction belongs to, you can assign it to a cost center. When you have selected a cost centre, the remaining budget is displayed on the right.   > **Cost centers and budgets** > You can create cost centers and budgets in the ***Master data***. Find out how to do this step by step in our articles on [***adding cost centers***](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-add-cost-centers/) and [***budgets***](https://staging.churchtools.academy/en/help/churchtools-modules/budgets-reports-and-purposes/how-to-add-budgets/). ### (6) Amount/Gross amount Here you enter the amount of your transaction. ChurchTools automatically recognises whether it is a revenue or an expense based on your selected accounts and offset accounts. ### (7) Enter tax You can activate this slider if you want to enter your transaction with the corresponding tax. The description of item 6 changes accordingly to ***Gross amount***. ### (8) Tax If you have activated the slider, this field appears and you can select the tax to be entered. ChurchTools will automatically calculate for you, based on the gross amount, the split of your transaction into net amount and tax.   > **Taxes and Tax types** > You have to enter the individual ***taxes*** in the ***Master data*** beforehand. We also have instructions for this in the article on [adding taxes](https://staging.churchtools.academy/en/help/churchtools-modules/master-data-finance/19-how-to-add-taxes/). Two transactions are automatically created for you: a transaction with the net amount and a linked transaction with the tax amount. ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-380.png) > **Standard tax rate** > You have the possibility to define in the ***Master data*** whether a standard tax rate should be used for an account. If you activate this option, this standard tax rate is always automatically entered when you enter a transaction on this account. > > > > To activate this function, navigate to ***Accounts*** in the ***Master data***, select the account you want to edit and select the tax rate from the menu that should be applied by default to this account. > > > > ![](https://staging.churchtools.academy/wp-content/uploads/2024/06/image-382.png) ### (9) Transaction text Enter a meaningful description of your transaction here. ### (10) Cancel You can cancel your entry and close the booking screen. Alternatively, you can click on a place outside the window on your screen to close the booking screen. ### (11) Post and close When you have entered all the information for your transaction, save your transaction here and close the booking screen. ### (12) Post and new Alternatively, you can save your transaction and enter a new one. In this case, all fields except for the amount and transaction text remain pre-filled in accordance with your previous transaction so that you can enter similar transactions in succession more quickly. **Tip** If you are in the ***Transaction text*** field and press enter on your keyboard, the system will automatically ***Post and new***. ### (13) Last transactions Below the transaction mask you can see some of your latest transactions. Click on a transaction to open it in the booking screen and quickly edit the transaction information. #### Read more - [How to enter transactions using the simple view](https://staging.churchtools.academy/en/help/churchtools-modules/transactions/how-to-enter-transactions-using-the-simple-view/) - [How to cancel transactions](https://staging.churchtools.academy/en/help/churchtools-modules/transactions/19-how-to-cancel-transactions-2/) - [How to import transactions](https://staging.churchtools.academy/en/help/churchtools-modules/transactions/19-how-to-import-transactions/)