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Novadesko Documentation
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Add a movement

Enter money in or money out by hand, the form fields, validation and deleting a transaction.

Updated on 06/10/2026 Edit this page Open in the full documentation

The Add button on the Transactions screen opens the « Nouveau mouvement de caisse » (new cash movement) form. It is meant for movements that go through neither a document nor the bank: a cash withdrawal, cash put into the till, a small expense paid in cash, a personal contribution. The movement is created with the Internal source.

What you will do

  • Choose the direction of the movement.
  • Enter the amount, the date and a description.
  • Specify the payment method and, if useful, the account or card.
  • Save, then check the line in the list.

Enter a movement

  1. Open Transactions and click Add.
  2. Under « Type de mouvement » (movement type), choose « Entrée (+) » (money received, in green) or « Sortie (−) » (money spent, in red).
  3. Enter the Amount. Both the comma and the point are accepted as decimal separator.
  4. Check the Date: today by default, editable in the calendar.
  5. Enter the Description (for example "Withdrawal", "Cash deposit").
  6. Choose the Payment method. Cash is preselected when it exists.
  7. Optional: pick the « Compte bancaire (option) » (bank account) or the « Carte (option) » (card) concerned.
  8. Click Save. The message « Mouvement enregistré » (movement saved) confirms and the list reloads.
Entering a movement by hand from the Transactions list
  1. Click Add in the header.
  2. The new cash movement window opens.
  3. Pick the direction: money in (+) for money received, money out (−) for an expense.
  4. Enter the amount, then check the date and the description.
  5. Choose the payment method.
  6. Click Save.
  7. The window closes and the list reloads.
  8. The new line appears with the Internal source.

The fields

Field Required Details
« Type de mouvement » Yes « Entrée (+) » or « Sortie (−) »; sets the sign of the amount and its effect on the cash balance
Amount Yes Strictly positive number, two decimals; the sign comes from the movement type
Date Yes Date of the movement, today by default
Description Yes Free-text reason, shown in the Attachment column until a document is linked
Payment method Yes List of the active payment methods of the company
« Compte bancaire (option) » No One of the IBANs recorded in the settings, shown as "Bank · BE68 5390…"
« Carte (option) » No One of the business cards, shown as "Label · •1234"

Validation

Message Cause
« Montant invalide » (invalid amount) Amount empty, zero, negative or not a number
« Description requise » (description required) Description field left empty

Both checks run before anything is sent; the form stays open until you correct the entry. Errors returned by the server are shown in a notification at the bottom of the screen.

Note

The mobile app offers a third direction, « Dépôt » (deposit), for cash deposited at the bank. In the desktop app, record this case as a « Sortie (−) » with the Cash payment method and the destination bank account.

Warning

A movement entered here is not linked to any document. To collect payment on an invoice or pay a purchase, go through the document itself or link the document afterwards: see Link a transaction to a document. If the account is synchronised with your bank, the payment will be recognised automatically as soon as the debit appears; a manual payment would duplicate the line.

Delete a transaction

  1. In the list, click the Delete icon on the line.
  2. Confirm in Delete this transaction? ("This action cannot be undone.") with Delete.
  3. The message "Transaction deleted successfully." confirms.

Deletion is refused in the following cases, with the reason shown in a notification:

Refusal Reason
Transaction linked to a document Remove the justification first; the document goes back to "to be paid"
Transaction linked to a payment plan or a credit Manage the instalment from the plan or the credit
Transaction linked to a VAT return The VAT payment must be removed from the return
Transaction with sub-transactions Delete the sub-transactions first
Line coming from the bank synchronisation or from Stripe These lines mirror the bank or Stripe and cannot be deleted
Tip

To correct an amount, delete the movement and enter it again: the form has no edit mode in the app.

See also