How to Distinguish Opening Balance Invoices in Manager

1

Hello everyone,
When creating opening balances in Manager for the first time — especially for customers and suppliers — the system requires creating purchase or sales invoices to enter the balances.
Is there any recommended way to identify or distinguish these opening balance invoices (for example, by using a specific date or another method) so they can be easily separated from regular operational invoices?

Thanks in advance to anyone who shares their input or experience :tulip:
Best regards

2

Enter Opening Balances invoices (Purchase and/or Sales) with invoice date one day prior to the Start Date. That is, if you are starting to use Manager on 1/7/2024 enter the opening balance invoices with date of 30/06/2024.

Then in the Dissection line select the Retained earnings account (not a P&L expense/income account).

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