Important info: The daybook is one of the more advanced accounting tools in Shine. You should therefore only use it if you have experience with accounting from more traditional programs, where almost all accounting is done via a daybook, or if you follow one of our other articles, which show you step by step what to do. If you have questions about the daybook or this review, please contact our customer support team.

<h2>The meaning of the daybook</h2>If you are knowledgeable in accounting, the daybook is the tool in Shine that you will be able to work with the fastest.Here you have the opportunity to :<ul><li>Create transactions without having to create an invoice or bill from scratch.</li><li>Create more distinctive and advanced transactions that our more user-friendly accounting tools, the invoice and bill module, cannot handle.</li></ul>&nbsp;<hr>&nbsp;<h2>The daybook from A to Z</h2>The daybook is a classic accounting tool, where debit/credit is paramount.<ol><li>The first field to fill is the voucher number:<ul><li>The voucher number is automatically consecutive and will follow the same voucher track as the invoice module if the voucher number field is enabled under Settings &gt; Program settings.</li></ul></li></ol>All transactions in the daybook will be given a voucher number and a transaction number, which you will subsequently be able to find under Accounting &gt; Transactions.

All transactions in Shine will be given a transaction number, regardless of whether they are posted via the invoice or invoice module or via the daybook.

<ol><li>The next fields are the date field and the option to attach a voucher:<ul><li>We always recommend that you attach a voucher to what you post in the daybook. This will make it easier for you to find the voucher later if SKAT or your accountant has questions about it.</li></ul></li><li>Next comes the text field, where you indicate what the transaction covers. &nbsp;</li><li>Then you select which account you want the amount to be posted to.<ul><li>If you select a VAT rate in the VAT field, the entry will automatically distribute the amount specified in the debit or credit field to the correct accounts and possible categories.</li><li>For example, if you indicate that you have an sales of 5,000 with 25 % VAT, the program will distribute 1000 to the VAT-account and then the fee for 50. Which means that there will be 4950 payout in your bank.,</li></ul></li><li>Then you select which account you want the amount to be posted to.<ol><li>If you select a VAT rate in the VAT field, the entry will automatically distribute the amount specified in the debit or credit field to the correct accounts and possible categories.</li><li>For example, if you indicate that you have an sales of 5,000 with 25 % VAT, the program will distribute 1000 to the VAT-account and then the fee for 50. Which means that there will be 4950 payout in your bank.</li></ol></li></ol><figure class="image image-style-block-align-left"><img style="aspect-ratio:2142/412;" src="https://pleasant-serenity-c17bc74577.media.strapiapp.com/Screen_1_Use_the_daybook_48452c7069.png" alt="Screen 1 - Use the daybook.png" srcset="https://pleasant-serenity-c17bc74577.media.strapiapp.com/thumbnail_Screen_1_Use_the_daybook_48452c7069.png 245w,https://pleasant-serenity-c17bc74577.media.strapiapp.com/small_Screen_1_Use_the_daybook_48452c7069.png 500w,https://pleasant-serenity-c17bc74577.media.strapiapp.com/medium_Screen_1_Use_the_daybook_48452c7069.png 750w,https://pleasant-serenity-c17bc74577.media.strapiapp.com/large_Screen_1_Use_the_daybook_48452c7069.png 1000w," sizes="100vw" width="2142" height="412"></figure>Once all the fields have been filled in, you can approve (post) the transaction by checking the box to the left of the voucher number and pressing either Approve or Approve all.<ul><li>You also have the option to copy or delete the transaction line and add a line to the transaction if it is a multi-leg entry. You will find these functions under the arrow to the right of the Offset account field.</li></ul>Once it is approved it will look like this:<figure class="image image-style-block-align-left"><img style="aspect-ratio:1586/600;" src="https://pleasant-serenity-c17bc74577.media.strapiapp.com/Screen_2_Use_the_daybook_01ed8aff48.png" alt="Screen 2 - Use the daybook.png" srcset="https://pleasant-serenity-c17bc74577.media.strapiapp.com/thumbnail_Screen_2_Use_the_daybook_01ed8aff48.png 245w,https://pleasant-serenity-c17bc74577.media.strapiapp.com/small_Screen_2_Use_the_daybook_01ed8aff48.png 500w,https://pleasant-serenity-c17bc74577.media.strapiapp.com/medium_Screen_2_Use_the_daybook_01ed8aff48.png 750w,https://pleasant-serenity-c17bc74577.media.strapiapp.com/large_Screen_2_Use_the_daybook_01ed8aff48.png 1000w," sizes="100vw" width="1586" height="600"></figure>&nbsp;<hr>&nbsp;<h2>Shortcut keys in the daybook</h2>The daybook contains a number of shortcut keys that make it faster and easier to post multiple and/or repeated entries:<ul><li>Next/previous field: <code>Tab/Shift+Tab</code></li><li>Copy daybook line: <code>Ctrl+D</code></li><li>Delete daybook line: <code>Ctrl+Delete</code></li><li>Add line to multi-leg entry: <code>Ctrl+L</code></li><li>New entry (when in the Offset account field): <code>Down arrow</code></li></ul>&nbsp;<hr>&nbsp;<h2>Daybook Settings</h2>Under Cash Journal Settings, you have the option :<ul><li>To change the name of the daybook;</li><li>And specify a default offset account. By specifying a default offset account, the selected account will always be suggested as the offset account for the transaction created in the daybook.</li></ul>This option can therefore be an advantage if you are in the process of updating your bank account or another account in the system.In addition, you have the option to add balance accounts so that you can continuously monitor the status of these accounts while you are posting in the daybook.

If you have any problems or questions, please do not hesitate to contact our Customer Support at the e-mail address: <a href="mailto:support@shine.co">support@shine.co</a>.

Gebruik het dagboek

Use the daybook

With Shine, you can easily access support whenever you need it.&nbsp;<hr>&nbsp;The Help Center is designed to guide you through common questions about invoicing, expenses, transactions, and reports. This means you can quickly find the answers you need to keep working without interruptions.&nbsp;<hr><h2>&nbsp;</h2><h2>Our Customer Support contact details</h2>&nbsp;You can reach out to our support team directly if you need personal assistance with your Shine account.Our team will be happy to help you:<ul><li>From Monday to Friday &gt; 09:00 - 21:00</li><li>By chat, phone or e-mail</li></ul>

Please find below the contact details:<ul><li>Phone:&nbsp;<a href="tel:+31851073635">+31 85 107 3635</a></li><li>E-mail: <a href="mailto:support@shine.co">support@shine.co</a></li></ul>

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&nbsp;With Shine, you can quickly get started by setting up the most important features of your account.&nbsp;This guide walks you through the basics step by step-creating invoices, uploading receipts, managing transactions, and preparing your tax reports.By following these four steps, you’ll have everything you need to start using Shine with confidence and keep your finances organized from day one.&nbsp;<hr>&nbsp;<h2>Step 1: Set Up Your Invoicing Module</h2><ol><li>Navigate to Sales → Invoices in the left-hand menu.</li><li>Here you'll see all your invoices - filter by Paid, Unpaid, Drafts, or Overdue.</li><li>Want to change the invoice language, the design or payment methods? Then you will have to go to settings - invoicing.</li></ol>&nbsp;<hr><h2>&nbsp;</h2><h2>Step 2: Upload Your Receipts and Expenses</h2><ol><li>Go to the Expenses module to log costs from vendors or suppliers.</li><li>Review your uploaded receipts (via uploading from your computer, the mobile app or unique email).</li><li>With the mobile app, tap +, choose Upload Receipt, take a photo-even for multi-page receipts—and let the app guide you through saving each image.</li><li>Prefer e-mailing? Find your unique receipt email under Settings &gt; Company &gt; Accounting, and forward your receipts directly from your inbox</li></ol>&nbsp;<hr><h2>&nbsp;</h2><h2>Step 3: Monitor and Manage Transactions</h2><ol><li>In the Bookkeeping section, you'll see all postings-look for greyed-out entries to identify cancelled transactions.</li><li>Want to create a new one? Go to Daybook and click on + Add Transaction.</li><li>Use these tools to keep your finances organized and transparent.</li></ol>&nbsp;<hr><h2>&nbsp;</h2><h2>Step 4: Complete Your Tax Reports Easily</h2><ol><li>Head over to Accounting&gt; VAT Declarations to generate your VAT statements based on posted income and expenses.</li><li>Click into any period to view the specific figures, ready to submit to the tax authority.</li><li>Mistakes happen! If you’ve selected the wrong period, go to Settings &gt; Organization &gt; Accounting and go to How often do you report VAT? to correct it.</li></ol>

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Start here

Use the daybook

Get help with Shine

Get started in 4 steps

Can’t find what you are looking for?Let us help you!

Can’t find what you are looking for?
Let us help you!